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
$1.13B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$13.5M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$12.5M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$7.29M

Top Sells

1
+$10.9M
2
+$6.49M
3
+$5.21M
4
MSFT icon
Microsoft
MSFT
+$1.85M
5
PANW icon
Palo Alto Networks
PANW
+$1.77M

Sector Composition

1 Technology 18.88%
2 Industrials 11.95%
3 Financials 8.95%
4 Healthcare 8.67%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5M 1.28%
70,470
-3,994
27
$14.4M 1.28%
55,351
+1,654
28
$14.2M 1.25%
85,684
+81,459
29
$14M 1.24%
554,833
+495,768
30
$13.8M 1.22%
88,879
+4,199
31
$13.2M 1.17%
34,232
+1,180
32
$13M 1.15%
93,100
-5,279
33
$12.6M 1.12%
1,228,607
34
$11.6M 1.03%
70,339
-3,517
35
$11.6M 1.02%
28,909
+352
36
$11.4M 1.01%
59,984
+341
37
$11.3M 1%
144,761
38
$11M 0.97%
68,420
-279
39
$10.8M 0.96%
44,869
+39
40
$10.6M 0.94%
117,785
-2,741
41
$10.4M 0.92%
116,600
+79,219
42
$10.1M 0.89%
47,726
+460
43
$9.93M 0.88%
226,398
-502
44
$8.53M 0.76%
181,316
+154,903
45
$7.83M 0.69%
180,868
+448
46
$7.54M 0.67%
58,027
+553
47
$7.51M 0.67%
75,160
+270
48
$7.48M 0.66%
246,147
+114,044
49
$7.32M 0.65%
63,027
+56,196
50
$7.02M 0.62%
14,061
-761
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