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
$787M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$21.8M
3
+$10.6M
4
CSCO icon
Cisco
CSCO
+$10.5M
5
TXN icon
Texas Instruments
TXN
+$10M

Top Sells

1
+$9.64M
2
+$8.15M
3
+$7.25M
4
NVDA icon
NVIDIA
NVDA
+$7.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.9M

Sector Composition

1 Technology 16.7%
2 Industrials 10.79%
3 Healthcare 9.7%
4 Financials 9.58%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.42M 1.2%
63,545
+819
27
$9.32M 1.19%
24,688
-289
28
$9.1M 1.16%
39,607
-378
29
$9.03M 1.15%
111,856
+5,893
30
$9.01M 1.15%
26,993
-608
31
$8.79M 1.12%
64,631
-6,510
32
$8.41M 1.07%
89,136
+911
33
$8.33M 1.06%
87,104
-6,196
34
$8.23M 1.05%
28,096
-815
35
$7.96M 1.01%
53,278
-435
36
$7.87M 1%
260,578
+5,058
37
$7.8M 0.99%
40,051
-805
38
$7.8M 0.99%
52,228
-2,130
39
$7.69M 0.98%
123,711
+89
40
$7.2M 0.92%
34,654
-811
41
$7.16M 0.91%
177,538
-9,072
42
$6.7M 0.85%
85,480
-2,413
43
$6.6M 0.84%
48,627
+2,311
44
$5.76M 0.73%
53,933
+1,553
45
$5.74M 0.73%
195,512
+2,806
46
$5.18M 0.66%
23,922
+1,387
47
$5.18M 0.66%
311,089
+29,601
48
$5.14M 0.65%
19,057
-669
49
$5.04M 0.64%
70,625
+23,475
50
$4.95M 0.63%
60,737
+24,504
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