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
626
$4K ﹤0.01%
110
+21
627
$4K ﹤0.01%
78
+33
628
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128
+22
629
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+4
630
$4K ﹤0.01%
+37
631
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140
-860
632
$4K ﹤0.01%
162
-24
633
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635
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636
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27
637
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81
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$4K ﹤0.01%
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639
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+128
640
$4K ﹤0.01%
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641
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20
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$4K ﹤0.01%
139
643
$4K ﹤0.01%
+96
644
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144
645
$3K ﹤0.01%
27
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646
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-172
647
$3K ﹤0.01%
+40
648
$3K ﹤0.01%
22
-3
649
$3K ﹤0.01%
25
+4
650
$3K ﹤0.01%
184
24 25
26
27 28