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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7K ﹤0.01%
100
552
$7K ﹤0.01%
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553
$7K ﹤0.01%
111
554
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96
555
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182
556
$7K ﹤0.01%
300
557
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1
558
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144
-424
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$7K ﹤0.01%
360
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115
561
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200
-699
562
$7K ﹤0.01%
50
563
$6K ﹤0.01%
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564
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135
-424
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$6K ﹤0.01%
241
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566
$6K ﹤0.01%
90
567
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350
-445
568
$6K ﹤0.01%
392
569
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570
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263
-564
571
$6K ﹤0.01%
269
572
$5K ﹤0.01%
66
573
$5K ﹤0.01%
20
574
$5K ﹤0.01%
80
575
$5K ﹤0.01%
87
21 22
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