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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$14K ﹤0.01%
217
+17
527
$14K ﹤0.01%
200
-12
528
$14K ﹤0.01%
500
529
$14K ﹤0.01%
1,000
530
$13K ﹤0.01%
138
+24
531
$13K ﹤0.01%
1,000
532
$13K ﹤0.01%
225
533
$13K ﹤0.01%
213
-449
534
$12K ﹤0.01%
309
+15
535
$12K ﹤0.01%
316
536
$12K ﹤0.01%
520
+20
537
$12K ﹤0.01%
413
+46
538
$12K ﹤0.01%
+632
539
$11K ﹤0.01%
174
+100
540
$11K ﹤0.01%
213
541
$11K ﹤0.01%
+262
542
$11K ﹤0.01%
250
543
$11K ﹤0.01%
494
-136
544
$10K ﹤0.01%
36
+16
545
$10K ﹤0.01%
143
+68
546
$10K ﹤0.01%
95
-167
547
$10K ﹤0.01%
273
-22
548
$10K ﹤0.01%
+331
549
$9K ﹤0.01%
7
550
$9K ﹤0.01%
70
-80
20 21
22
23 24