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
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$8.34M
3
+$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.21M
5
MSFT icon
Microsoft
MSFT
+$1.21M

Top Sells

1
+$10.3M
2
+$4.2M
3
+$2.03M
4
NOW icon
ServiceNow
NOW
+$1.84M
5
GS icon
Goldman Sachs
GS
+$1.76M

Sector Composition

1 Technology 23.98%
2 Industrials 13.81%
3 Financials 11.91%
4 Consumer Discretionary 8.04%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.28%
62,932
-1,084
27
$13.3M 1.28%
22,741
-525
28
$13M 1.25%
64,821
-1,976
29
$13M 1.25%
57,866
-3,996
30
$12.9M 1.23%
145,439
+74
31
$12.4M 1.19%
29,327
-804
32
$12M 1.15%
29,811
-1,460
33
$10.9M 1.04%
29,472
+125
34
$10.4M 1%
49,649
-1,499
35
$9.9M 0.95%
263,780
-5,928
36
$9.88M 0.95%
15,535
+15,037
37
$9.6M 0.92%
43,447
-93
38
$8.34M 0.8%
+176,449
39
$8.16M 0.78%
75,860
+285
40
$8.06M 0.77%
168,436
+599
41
$7.31M 0.7%
198,756
-6,353
42
$6.64M 0.64%
37,429
-3,773
43
$6.58M 0.63%
91,490
+11,508
44
$6.5M 0.62%
60,292
-937
45
$6.32M 0.61%
15,086
-659
46
$6.18M 0.59%
62,274
-1,900
47
$6.01M 0.58%
20,744
-1,041
48
$6.01M 0.58%
49,033
-1,736
49
$5.99M 0.58%
11,605
-526
50
$5.88M 0.56%
7,612
+108
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2
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