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
$779M
AUM Growth
-$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.3M
3
+$7.71M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.35M
5
NI icon
NiSource
NI
+$5.3M

Top Sells

1
+$4.83M
2
+$3.48M
3
+$2.14M
4
PANW icon
Palo Alto Networks
PANW
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.1M

Sector Composition

1 Technology 18.24%
2 Industrials 11.23%
3 Healthcare 10.62%
4 Financials 10.2%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.31%
93,300
-8,820
27
$9.85M 1.26%
96,333
-2,512
28
$9.76M 1.25%
643,940
+86,210
29
$9.51M 1.22%
105,963
+4,096
30
$9.32M 1.2%
39,985
-778
31
$9.31M 1.2%
71,141
-6,111
32
$8.71M 1.12%
40,856
-239
33
$8.59M 1.1%
186,610
-5
34
$8.59M 1.1%
28,911
+144
35
$8.57M 1.1%
35,465
-2,232
36
$8.47M 1.09%
53,713
-582
37
$8.44M 1.08%
54,358
-783
38
$8.33M 1.07%
88,225
+475
39
$8.27M 1.06%
27,601
-1,735
40
$7.99M 1.03%
123,622
41
$7.95M 1.02%
255,520
+3,958
42
$7.56M 0.97%
192,706
-19,131
43
$7.47M 0.96%
46,316
+1,633
44
$6.81M 0.87%
87,893
+449
45
$5.67M 0.73%
19,726
-464
46
$5.57M 0.71%
52,380
-567
47
$5.3M 0.68%
+179,682
48
$5.03M 0.65%
22,535
+441
49
$4.87M 0.62%
37,472
+462
50
$4.72M 0.61%
40,126
-994
1
2
3 4 5