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
526
$17K ﹤0.01%
280
527
$17K ﹤0.01%
1,800
528
$17K ﹤0.01%
+770
529
$17K ﹤0.01%
+260
530
$17K ﹤0.01%
1,000
531
$17K ﹤0.01%
+507
532
$16K ﹤0.01%
230
+110
533
$16K ﹤0.01%
165
-67
534
$16K ﹤0.01%
+260
535
$16K ﹤0.01%
117
536
$16K ﹤0.01%
+100
537
$16K ﹤0.01%
100
538
$15K ﹤0.01%
400
-1,125
539
$15K ﹤0.01%
+671
540
$15K ﹤0.01%
100
541
$15K ﹤0.01%
90
-738
542
$14K ﹤0.01%
213
543
$14K ﹤0.01%
+146
544
$14K ﹤0.01%
795
+445
545
$14K ﹤0.01%
+427
546
$14K ﹤0.01%
1,725
547
$14K ﹤0.01%
65
548
$13K ﹤0.01%
700
549
$13K ﹤0.01%
888
550
$13K ﹤0.01%
500
20 21
22
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