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
576
$13K ﹤0.01%
105
577
$13K ﹤0.01%
720
578
$13K ﹤0.01%
2,780
579
$13K ﹤0.01%
108
580
$12K ﹤0.01%
884
581
$12K ﹤0.01%
377
582
$12K ﹤0.01%
200
583
$11K ﹤0.01%
+2,880
584
$11K ﹤0.01%
225
585
$11K ﹤0.01%
400
586
$11K ﹤0.01%
280
587
$11K ﹤0.01%
250
588
$11K ﹤0.01%
+200
589
$11K ﹤0.01%
250
590
$11K ﹤0.01%
315
591
$11K ﹤0.01%
316
592
$11K ﹤0.01%
800
-200
593
$11K ﹤0.01%
200
594
$11K ﹤0.01%
+19
595
$10K ﹤0.01%
+350
596
$10K ﹤0.01%
802
597
$10K ﹤0.01%
213
598
$10K ﹤0.01%
145
-1,800
599
$10K ﹤0.01%
400
+200
600
$10K ﹤0.01%
400
22 23
24
25 26