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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 0.83%
63,541
-3,754
27
$3.65M 0.79%
34,730
-734
28
$3.28M 0.71%
27,873
-276
29
$3.25M 0.71%
31,165
30
$3.08M 0.67%
21,612
-1,004
31
$3.06M 0.67%
101,080
-949
32
$3.03M 0.66%
34,641
-566
33
$2.99M 0.65%
18,541
-285
34
$2.9M 0.63%
21,945
-1,258
35
$2.88M 0.63%
19,910
+790
36
$2.86M 0.62%
27,876
-420
37
$2.85M 0.62%
48,029
-2,298
38
$2.71M 0.59%
22,490
+21,390
39
$2.65M 0.58%
97,705
-361
40
$2.61M 0.57%
71,430
+1,993
41
$2.49M 0.54%
31,256
+28,024
42
$2.46M 0.53%
27,292
-528
43
$2.41M 0.52%
29,600
+2,556
44
$2.36M 0.51%
50,973
+2,832
45
$2.27M 0.5%
80,562
+22,178
46
$2.27M 0.49%
23,795
-161
47
$2.17M 0.47%
12,046
-30
48
$2.07M 0.45%
1,623
-37
49
$2.03M 0.44%
25,719
+152
50
$1.89M 0.41%
101,352
+8,234
1
2
3 4 5