WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+1.8%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$466M
AUM Growth
+$2.84M
(+0.61%)
Cap. Flow
-$3.15M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
42.52%
Holding
721
New
37
Increased
101
Reduced
210
Closed
63
Top Buys
| 1 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$1.01M |
| 2 |
Costco
COST
|
+$884K |
| 3 |
Boeing
BA
|
+$644K |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$475K |
| 5 |
BPFH
Boston Private Financial Holdings, Inc.
BPFH
|
+$259K |
Top Sells
| 1 |
CBRE Group
CBRE
|
+$406K |
| 2 |
Applied Materials
AMAT
|
+$263K |
| 3 |
Enterprise Products Partners
EPD
|
+$239K |
| 4 |
Meta Platforms (Facebook)
META
|
+$236K |
| 5 |
Intel
INTC
|
+$232K |
Sector Composition
| 1 | Industrials | 33.65% |
| 2 | Financials | 12.21% |
| 3 | Technology | 8.33% |
| 4 | Healthcare | 7.7% |
| 5 | Consumer Staples | 6.11% |
