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
$1.03B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.8M
3
+$17.4M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$15.3M
5
NVDA icon
NVIDIA
NVDA
+$13.3M

Top Sells

1
+$13.9M
2
+$9.49M
3
+$4.67M
4
CMCSA icon
Comcast
CMCSA
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.11M

Sector Composition

1 Industrials 20.87%
2 Technology 20.24%
3 Financials 9.56%
4 Healthcare 9.1%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.28%
39,419
+564
27
$12.5M 1.21%
80,727
+421
28
$12.3M 1.19%
75,032
+103
29
$11.1M 1.07%
79,643
-1,121
30
$11M 1.06%
54,662
-84
31
$10.8M 1.05%
28,313
-174
32
$10.7M 1.04%
42,553
+350
33
$10.7M 1.03%
31,128
+17
34
$10.7M 1.03%
239,845
+188,662
35
$10.5M 1.02%
186,841
36
$10.3M 0.99%
123,622
+28
37
$9.91M 0.96%
39,487
+442
38
$9.78M 0.95%
94,527
+1,743
39
$8.84M 0.86%
50,879
+2,275
40
$8.1M 0.78%
37,986
+736
41
$8.1M 0.78%
86,712
-487
42
$7.22M 0.7%
42,864
-988
43
$7M 0.68%
20,221
-47
44
$6.6M 0.64%
131,129
-59,107
45
$6.28M 0.61%
33,235
+323
46
$6.22M 0.6%
14,124
+172
47
$6.15M 0.59%
34,752
+840
48
$4.82M 0.47%
19,982
49
$4.23M 0.41%
23,281
-562
50
$4.08M 0.39%
+52,533
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