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
$762M
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$27.5M
3
+$24.7M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$19M
5
IYR icon
iShares US Real Estate ETF
IYR
+$18M

Top Sells

1
+$4.13M
2
+$3.28M
3
+$2.25M
4
DXC icon
DXC Technology
DXC
+$1.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Sector Composition

1 Industrials 19.05%
2 Healthcare 9.66%
3 Technology 8.97%
4 Financials 8.84%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16K ﹤0.01%
695
452
$16K ﹤0.01%
266
-51
453
$16K ﹤0.01%
309
-471
454
$16K ﹤0.01%
2,291
455
$16K ﹤0.01%
155
456
$15K ﹤0.01%
600
457
$15K ﹤0.01%
357
458
$15K ﹤0.01%
6,226
-12,176
459
$15K ﹤0.01%
269
460
$15K ﹤0.01%
1,080
461
$15K ﹤0.01%
48
+8
462
$15K ﹤0.01%
+6,000
463
$14K ﹤0.01%
500
464
$14K ﹤0.01%
252
-1,350
465
$14K ﹤0.01%
363
466
$14K ﹤0.01%
296
+140
467
$14K ﹤0.01%
600
468
$13K ﹤0.01%
962
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469
$13K ﹤0.01%
260
470
$13K ﹤0.01%
+400
471
$13K ﹤0.01%
200
472
$12K ﹤0.01%
600
473
$12K ﹤0.01%
328
-557
474
$12K ﹤0.01%
164
475
$12K ﹤0.01%
213
17 18
19
20 21