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
576
$5K ﹤0.01%
98
577
$5K ﹤0.01%
35
-52
578
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91
579
$5K ﹤0.01%
70
580
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255
-792
581
$4K ﹤0.01%
4
-6
582
$4K ﹤0.01%
+100
583
$4K ﹤0.01%
35
-865
584
$4K ﹤0.01%
174
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585
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54
586
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980
587
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588
$3K ﹤0.01%
48
589
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114
590
$3K ﹤0.01%
184
591
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52
592
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89
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156
595
$3K ﹤0.01%
70
596
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88
-88
597
$3K ﹤0.01%
25
598
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33
599
$3K ﹤0.01%
110
600
$3K ﹤0.01%
177
22 23
24
25 26