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
$474M
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$14.5M
3
+$8.44M
4
MU icon
Micron Technology
MU
+$8.37M
5
BAC icon
Bank of America
BAC
+$8.32M

Top Sells

1
+$10.4K
2
+$4.2K
3
+$2.78K
4
IDCC icon
InterDigital
IDCC
+$855
5
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$520

Sector Composition

1 Financials 16.87%
2 Industrials 15.8%
3 Technology 13.32%
4 Healthcare 10.37%
5 Energy 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 1.08%
+83,140
27
$5.06M 1.07%
+225,822
28
$5.05M 1.07%
+136,428
29
$5M 1.05%
+517,299
30
$4.97M 1.05%
+66,250
31
$4.88M 1.03%
+99,863
32
$4.85M 1.02%
+48,807
33
$4.85M 1.02%
+91,284
34
$4.84M 1.02%
+57,203
35
$4.83M 1.02%
+176,238
36
$4.8M 1.01%
+57,972
37
$4.77M 1.01%
+123,364
38
$4.71M 0.99%
+59,478
39
$4.68M 0.99%
+25
40
$4.68M 0.99%
+89,165
41
$4.68M 0.99%
+41,876
42
$4.6M 0.97%
+24,588
43
$4.58M 0.97%
+224,167
44
$4.55M 0.96%
+27,784
45
$4.29M 0.91%
+17,001
46
$3.87M 0.82%
+56,282
47
$3.66M 0.77%
+73,651
48
$3.6M 0.76%
+75,727
49
$3.53M 0.75%
+26,986
50
$3.37M 0.71%
+141,048
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