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
551
$9K ﹤0.01%
784
552
$9K ﹤0.01%
188
+90
553
$9K ﹤0.01%
+168
554
$9K ﹤0.01%
1,550
555
$9K ﹤0.01%
137
+23
556
$9K ﹤0.01%
700
557
$9K ﹤0.01%
47
558
$9K ﹤0.01%
+32
559
$8K ﹤0.01%
82
+27
560
$8K ﹤0.01%
18
561
$8K ﹤0.01%
58
+29
562
$8K ﹤0.01%
70
563
$8K ﹤0.01%
154
564
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174
+14
565
$8K ﹤0.01%
230
+31
566
$8K ﹤0.01%
104
+13
567
$8K ﹤0.01%
235
-15
568
$8K ﹤0.01%
187
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569
$8K ﹤0.01%
90
+50
570
$8K ﹤0.01%
+98
571
$8K ﹤0.01%
300
572
$7K ﹤0.01%
66
+9
573
$7K ﹤0.01%
95
-485
574
$7K ﹤0.01%
202
-825
575
$7K ﹤0.01%
192
-148
21 22
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