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
$387M
AUM Growth
-$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$847K
3
+$813K
4
VTRS icon
Viatris
VTRS
+$754K
5
MJN
Mead Johnson Nutrition Company
MJN
+$746K

Top Sells

1
+$21.4M
2
+$13.4M
3
+$13M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$11.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.55M

Sector Composition

1 Industrials 33.76%
2 Financials 11.16%
3 Healthcare 9.3%
4 Technology 8.2%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$20K 0.01%
300
502
$20K 0.01%
200
+190
503
$20K 0.01%
+221
504
$20K 0.01%
457
505
$20K 0.01%
200
506
$20K 0.01%
1,500
-570
507
$19K ﹤0.01%
400
508
$19K ﹤0.01%
400
-200
509
$19K ﹤0.01%
3,345
+435
510
$19K ﹤0.01%
500
511
$18K ﹤0.01%
+600
512
$18K ﹤0.01%
1,590
+255
513
$18K ﹤0.01%
750
-1,000
514
$18K ﹤0.01%
955
515
$17K ﹤0.01%
88
-206
516
$17K ﹤0.01%
+200
517
$17K ﹤0.01%
225
518
$17K ﹤0.01%
198
519
$17K ﹤0.01%
+800
520
$17K ﹤0.01%
1,000
521
$17K ﹤0.01%
+690
522
$17K ﹤0.01%
280
+260
523
$17K ﹤0.01%
750
524
$17K ﹤0.01%
212
+12
525
$17K ﹤0.01%
+240
19 20
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