WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+3.89%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$474M
AUM Growth
+$473M
(+859,447%)
Cap. Flow
+$472M
Cap. Flow
% of AUM
99.64%
Top 10 Holdings %
Top 10 Hldgs %
23.87%
Holding
905
New
812
Increased
18
Reduced
3
Closed
48
Top Buys
| 1 |
PACCAR
PCAR
|
+$33.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$14.5M |
| 3 |
ESC
EMERITUS CORP
ESC
|
+$8.44M |
| 4 |
Micron Technology
MU
|
+$8.37M |
| 5 |
Bank of America
BAC
|
+$8.32M |
Top Sells
| 1 |
Amazon
AMZN
|
+$10.4K |
| 2 |
Affiliated Managers Group
AMG
|
+$4.2K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$2.78K |
| 4 |
InterDigital
IDCC
|
+$855 |
| 5 |
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
|
+$520 |
Sector Composition
| 1 | Financials | 16.87% |
| 2 | Industrials | 15.8% |
| 3 | Technology | 13.32% |
| 4 | Healthcare | 10.37% |
| 5 | Energy | 8.87% |
