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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14K ﹤0.01%
1,050
+700
502
$14K ﹤0.01%
900
503
$14K ﹤0.01%
385
504
$14K ﹤0.01%
213
505
$14K ﹤0.01%
88
-119
506
$13K ﹤0.01%
700
507
$13K ﹤0.01%
160
508
$13K ﹤0.01%
345
509
$13K ﹤0.01%
300
510
$13K ﹤0.01%
65
511
$12K ﹤0.01%
100
512
$12K ﹤0.01%
98
513
$12K ﹤0.01%
99
514
$12K ﹤0.01%
187
515
$12K ﹤0.01%
457
516
$12K ﹤0.01%
396
517
$12K ﹤0.01%
+100
518
$12K ﹤0.01%
3,000
519
$12K ﹤0.01%
164
520
$11K ﹤0.01%
210
-17
521
$11K ﹤0.01%
508
522
$11K ﹤0.01%
124
-41
523
$11K ﹤0.01%
210
524
$11K ﹤0.01%
200
525
$11K ﹤0.01%
500
19 20
21
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