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
501
$24K 0.01%
498
-362
502
$24K 0.01%
342
+114
503
$23K 0.01%
1,085
+325
504
$23K 0.01%
+1,000
505
$23K 0.01%
455
+100
506
$23K 0.01%
450
507
$23K 0.01%
100
508
$23K 0.01%
500
509
$23K 0.01%
850
510
$22K ﹤0.01%
1,800
511
$22K ﹤0.01%
1,016
512
$22K ﹤0.01%
1,000
513
$21K ﹤0.01%
2,360
+590
514
$21K ﹤0.01%
+2,910
515
$20K ﹤0.01%
457
516
$20K ﹤0.01%
2,382
-70
517
$20K ﹤0.01%
+275
518
$20K ﹤0.01%
1,600
519
$20K ﹤0.01%
+1,335
520
$20K ﹤0.01%
300
521
$20K ﹤0.01%
500
522
$20K ﹤0.01%
88
523
$19K ﹤0.01%
300
-36
524
$19K ﹤0.01%
1,000
525
$19K ﹤0.01%
477
-350
19 20
21
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