WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
-10.28%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$376M
AUM Growth
-$33.6M
(-8.2%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
41.8%
Holding
842
New
48
Increased
109
Reduced
175
Closed
63
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$1.45M |
| 2 |
ProShares Short S&P500
SH
|
+$427K |
| 3 |
Novo Nordisk
NVO
|
+$393K |
| 4 |
Danaher
DHR
|
+$380K |
| 5 |
JPMorgan Chase
JPM
|
+$357K |
Sector Composition
| 1 | Industrials | 30.02% |
| 2 | Financials | 12.17% |
| 3 | Healthcare | 9.02% |
| 4 | Technology | 7.38% |
| 5 | Communication Services | 5.28% |
