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
$767M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.95M
3
+$3.41M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.43M
5
V icon
Visa
V
+$1.31M

Top Sells

1
+$2.3M
2
+$1.29M
3
+$1.28M
4
ROK icon
Rockwell Automation
ROK
+$1.21M
5
USB icon
US Bancorp
USB
+$1.17M

Sector Composition

1 Industrials 25.61%
2 Technology 18.02%
3 Financials 11.79%
4 Healthcare 8.77%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.76M 1.27%
36,282
-2,854
27
$8.73M 1.14%
187,444
-25,011
28
$8.5M 1.11%
123,976
-47
29
$8.27M 1.08%
37,758
+371
30
$8.07M 1.05%
30,617
-487
31
$7.97M 1.04%
35,524
+1,074
32
$7.87M 1.03%
52,809
-1,562
33
$7.46M 0.97%
35,831
+304
34
$7.17M 0.94%
143,320
35
$7M 0.91%
60,731
-1,598
36
$6.96M 0.91%
72,250
+97
37
$6.88M 0.9%
69,602
-2,808
38
$6.8M 0.89%
88,191
-3,297
39
$6.12M 0.8%
+279,511
40
$4.95M 0.65%
+57,797
41
$4.85M 0.63%
18,401
+108
42
$4.71M 0.61%
24,906
-1,270
43
$4.67M 0.61%
30,442
+453
44
$4.15M 0.54%
41,660
-1,731
45
$3.94M 0.51%
28,212
-769
46
$3.91M 0.51%
41,923
+1,297
47
$3.58M 0.47%
18,417
-75
48
$3.54M 0.46%
9,908
49
$3.41M 0.45%
+49,778
50
$3.14M 0.41%
313,966
-884
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2
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