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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$27K ﹤0.01%
+159
452
$27K ﹤0.01%
400
453
$26K ﹤0.01%
350
454
$26K ﹤0.01%
3,400
455
$26K ﹤0.01%
500
456
$25K ﹤0.01%
146
457
$25K ﹤0.01%
+1,000
458
$24K ﹤0.01%
400
459
$24K ﹤0.01%
363
460
$24K ﹤0.01%
565
+500
461
$24K ﹤0.01%
3,800
-200
462
$24K ﹤0.01%
3,225
463
$23K ﹤0.01%
447
464
$23K ﹤0.01%
523
-6
465
$23K ﹤0.01%
2,950
466
$23K ﹤0.01%
205
467
$23K ﹤0.01%
390
468
$23K ﹤0.01%
770
469
$22K ﹤0.01%
1,500
+1,000
470
$22K ﹤0.01%
1,000
471
$22K ﹤0.01%
+745
472
$19K ﹤0.01%
3,802
473
$19K ﹤0.01%
117
474
$19K ﹤0.01%
600
475
$19K ﹤0.01%
400
17 18
19
20 21