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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 0.82%
28,842
+336
27
$3.3M 0.79%
83,917
+2,881
28
$3.22M 0.77%
46,973
-1,542
29
$3.14M 0.76%
70,984
+1,082
30
$3.11M 0.75%
103,262
-6,364
31
$2.99M 0.72%
57,552
+5,813
32
$2.96M 0.71%
19,403
-454
33
$2.94M 0.71%
37,240
+799
34
$2.92M 0.7%
54,533
+52,961
35
$2.86M 0.69%
25,685
-175
36
$2.85M 0.69%
22,171
+412
37
$2.8M 0.67%
27,162
+307
38
$2.79M 0.67%
28,696
+28,514
39
$2.76M 0.66%
20,950
-19
40
$2.69M 0.65%
38,200
+292
41
$2.69M 0.65%
1,829
+37
42
$2.64M 0.63%
32,311
-751
43
$2.64M 0.63%
44,592
+10,728
44
$2.46M 0.59%
27,308
+1,124
45
$2.38M 0.57%
76,073
+3,305
46
$2.36M 0.57%
14,606
-112
47
$2.19M 0.53%
226,615
+71
48
$2.19M 0.53%
71,448
-948
49
$2.15M 0.52%
36,063
+3,027
50
$2.01M 0.48%
10,823
-21
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2
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