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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15K ﹤0.01%
300
552
$15K ﹤0.01%
200
553
$15K ﹤0.01%
47
554
$15K ﹤0.01%
+280
555
$15K ﹤0.01%
188
556
$15K ﹤0.01%
155
-309
557
$15K ﹤0.01%
2,500
558
$14K ﹤0.01%
146
559
$14K ﹤0.01%
225
560
$14K ﹤0.01%
182
561
$14K ﹤0.01%
891
562
$14K ﹤0.01%
300
563
$14K ﹤0.01%
500
564
$14K ﹤0.01%
320
565
$14K ﹤0.01%
625
566
$14K ﹤0.01%
189
567
$14K ﹤0.01%
550
568
$14K ﹤0.01%
1,000
569
$13K ﹤0.01%
108
570
$13K ﹤0.01%
2,780
571
$13K ﹤0.01%
720
572
$13K ﹤0.01%
105
573
$13K ﹤0.01%
1,000
-250
574
$13K ﹤0.01%
300
575
$13K ﹤0.01%
1,000
21 22
23
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