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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
+94
602
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45
+20
603
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23
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604
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605
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100
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606
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607
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500
608
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610
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107
-1,370
611
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89
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153
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615
$5K ﹤0.01%
700
616
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71
+21
617
$5K ﹤0.01%
167
618
$4K ﹤0.01%
80
+32
619
$4K ﹤0.01%
114
620
$4K ﹤0.01%
52
+12
621
$4K ﹤0.01%
115
-250
622
$4K ﹤0.01%
+5
623
$4K ﹤0.01%
151
-37
624
$4K ﹤0.01%
+40
625
$4K ﹤0.01%
+510
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