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
601
$10K ﹤0.01%
+1,100
602
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453
603
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205
604
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391
-90
605
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200
606
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270
607
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100
608
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609
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500
610
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250
611
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246
612
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95
613
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200
614
$9K ﹤0.01%
+200
615
$9K ﹤0.01%
700
+310
616
$9K ﹤0.01%
+47
617
$8K ﹤0.01%
198
618
$8K ﹤0.01%
7
619
$8K ﹤0.01%
655
-1
620
$8K ﹤0.01%
923
621
$8K ﹤0.01%
875
622
$8K ﹤0.01%
400
623
$8K ﹤0.01%
+278
624
$8K ﹤0.01%
1,000
+550
625
$7K ﹤0.01%
117
23 24
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