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
626
$7K ﹤0.01%
406
627
$7K ﹤0.01%
505
-5
628
$7K ﹤0.01%
70
629
$7K ﹤0.01%
180
-560
630
$7K ﹤0.01%
+100
631
$7K ﹤0.01%
160
632
$7K ﹤0.01%
140
633
$7K ﹤0.01%
91
634
$7K ﹤0.01%
+70
635
$7K ﹤0.01%
187
636
$6K ﹤0.01%
37
637
$6K ﹤0.01%
280
638
$6K ﹤0.01%
168
639
$6K ﹤0.01%
240
640
$6K ﹤0.01%
163
641
$6K ﹤0.01%
+150
642
$6K ﹤0.01%
250
-1,970
643
$6K ﹤0.01%
182
644
$6K ﹤0.01%
300
-1,675
645
$6K ﹤0.01%
50
646
$6K ﹤0.01%
150
647
$6K ﹤0.01%
300
+150
648
$5K ﹤0.01%
57
649
$5K ﹤0.01%
20
650
$5K ﹤0.01%
290
24 25
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