WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$697M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$1.37M
3
+$1.34M
4
SBUX icon
Starbucks
SBUX
+$993K
5
KMI icon
Kinder Morgan
KMI
+$975K

Top Sells

1
+$5.65M
2
+$3.17M
3
+$2.16M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.14M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.97M

Sector Composition

1 Industrials 24.1%
2 Financials 13.93%
3 Technology 11.52%
4 Healthcare 8.31%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$34K ﹤0.01%
726
452
$34K ﹤0.01%
1,620
-135
453
$33K ﹤0.01%
1,400
454
$33K ﹤0.01%
946
-800
455
$33K ﹤0.01%
580
-40
456
$33K ﹤0.01%
5,000
457
$32K ﹤0.01%
718
458
$32K ﹤0.01%
1,000
459
$32K ﹤0.01%
207
460
$32K ﹤0.01%
350
461
$32K ﹤0.01%
25
462
$32K ﹤0.01%
860
463
$31K ﹤0.01%
713
464
$31K ﹤0.01%
643
465
$31K ﹤0.01%
884
466
$31K ﹤0.01%
1,122
467
$31K ﹤0.01%
1,155
-760
468
$31K ﹤0.01%
533
469
$31K ﹤0.01%
1,323
470
$31K ﹤0.01%
470
471
$31K ﹤0.01%
240
472
$31K ﹤0.01%
3,225
473
$30K ﹤0.01%
400
474
$30K ﹤0.01%
80
475
$30K ﹤0.01%
458
-85
17 18
19
20 21