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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$28K 0.01%
+4,000
477
$28K 0.01%
539
478
$28K 0.01%
6,420
+2,500
479
$28K 0.01%
2,070
-810
480
$27K 0.01%
750
+350
481
$27K 0.01%
1,983
-2,014
482
$27K 0.01%
600
-100
483
$27K 0.01%
1,010
+600
484
$26K 0.01%
455
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485
$26K 0.01%
176
486
$26K 0.01%
324
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487
$26K 0.01%
450
488
$25K 0.01%
1,800
489
$25K 0.01%
560
490
$25K 0.01%
570
491
$25K 0.01%
600
-600
492
$25K 0.01%
1,630
+1,130
493
$25K 0.01%
255
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494
$25K 0.01%
730
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495
$24K 0.01%
675
-5
496
$24K 0.01%
390
497
$24K 0.01%
600
-100
498
$24K 0.01%
1,275
499
$24K 0.01%
840
500
$24K 0.01%
300
18 19
20
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