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
$697M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$1.37M
3
+$1.34M
4
SBUX icon
Starbucks
SBUX
+$993K
5
KMI icon
Kinder Morgan
KMI
+$975K

Top Sells

1
+$5.65M
2
+$3.17M
3
+$2.16M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.14M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.97M

Sector Composition

1 Industrials 24.1%
2 Financials 13.93%
3 Technology 11.52%
4 Healthcare 8.31%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$29K ﹤0.01%
272
-20
477
$28K ﹤0.01%
267
478
$28K ﹤0.01%
+184
479
$28K ﹤0.01%
4,000
-1,300
480
$28K ﹤0.01%
1,924
481
$28K ﹤0.01%
3,400
482
$28K ﹤0.01%
268
+113
483
$27K ﹤0.01%
+350
484
$27K ﹤0.01%
+568
485
$26K ﹤0.01%
559
+59
486
$26K ﹤0.01%
474
487
$26K ﹤0.01%
625
488
$26K ﹤0.01%
500
489
$26K ﹤0.01%
+605
490
$25K ﹤0.01%
899
491
$25K ﹤0.01%
+2,950
492
$24K ﹤0.01%
213
-19,197
493
$24K ﹤0.01%
529
+230
494
$24K ﹤0.01%
+400
495
$24K ﹤0.01%
165
496
$24K ﹤0.01%
+258
497
$23K ﹤0.01%
146
498
$23K ﹤0.01%
200
499
$23K ﹤0.01%
205
-20
500
$23K ﹤0.01%
400
18 19
20
21 22