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
$697M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$1.37M
3
+$1.34M
4
SBUX icon
Starbucks
SBUX
+$993K
5
KMI icon
Kinder Morgan
KMI
+$975K

Top Sells

1
+$5.65M
2
+$3.17M
3
+$2.16M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.14M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.97M

Sector Composition

1 Industrials 24.1%
2 Financials 13.93%
3 Technology 11.52%
4 Healthcare 8.31%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8K ﹤0.01%
+500
627
$7K ﹤0.01%
+606
628
$7K ﹤0.01%
+180
629
$7K ﹤0.01%
100
-1,631
630
$7K ﹤0.01%
+251
631
$7K ﹤0.01%
+1,000
632
$7K ﹤0.01%
+180
633
$7K ﹤0.01%
+159
634
$7K ﹤0.01%
724
635
$7K ﹤0.01%
80
636
$7K ﹤0.01%
96
637
$7K ﹤0.01%
+45
638
$7K ﹤0.01%
+240
639
$7K ﹤0.01%
182
640
$7K ﹤0.01%
+80
641
$7K ﹤0.01%
+321
642
$7K ﹤0.01%
+482
643
$7K ﹤0.01%
+235
644
$7K ﹤0.01%
3,150
645
$6K ﹤0.01%
+114
646
$6K ﹤0.01%
+195
647
$6K ﹤0.01%
1,000
648
$6K ﹤0.01%
66
649
$6K ﹤0.01%
+83
650
$6K ﹤0.01%
151
+12
24 25
26
27 28