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
$1.04B
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.58M
3
+$2.77M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.61M
5
ADP icon
Automatic Data Processing
ADP
+$997K

Top Sells

1
+$18.3M
2
+$3.88M
3
+$1.83M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.65M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 23.53%
2 Industrials 12.74%
3 Financials 11.49%
4 Healthcare 9.31%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.3M 1.37%
64,016
-905
27
$14.3M 1.37%
86,049
-1,218
28
$13.9M 1.33%
61,862
-2,202
29
$13.4M 1.28%
66,797
-3,145
30
$13.3M 1.28%
23,266
-28
31
$12.8M 1.23%
145,365
-1,150
32
$12.6M 1.2%
30,131
+200
33
$12.2M 1.17%
127,232
+3,106
34
$12.2M 1.16%
51,148
-890
35
$11.3M 1.08%
269,708
+4,256
36
$11.2M 1.07%
43,540
-2,430
37
$9.93M 0.95%
65,286
+1,765
38
$8.86M 0.85%
75,575
-1,524
39
$7.68M 0.73%
167,837
-3,707
40
$7.51M 0.72%
15,745
-578
41
$7.11M 0.68%
205,109
-6,160
42
$7.06M 0.68%
61,229
-1,048
43
$6.86M 0.66%
50,769
-1,702
44
$6.76M 0.65%
64,174
-1,642
45
$6.67M 0.64%
41,202
-699
46
$6.65M 0.64%
7,504
-5
47
$6.53M 0.63%
12,131
-207
48
$6.17M 0.59%
21,785
+148
49
$6.05M 0.58%
47,940
-639
50
$6.01M 0.58%
79,982
-13,290
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