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
651
$5K ﹤0.01%
372
652
$5K ﹤0.01%
250
653
$5K ﹤0.01%
154
654
$5K ﹤0.01%
51
655
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+6
656
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+153
657
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27
+7
658
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50
-645
659
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150
660
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80
661
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74
662
$5K ﹤0.01%
150
663
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200
664
$4K ﹤0.01%
114
665
$4K ﹤0.01%
167
666
$4K ﹤0.01%
87
667
$4K ﹤0.01%
+160
668
$4K ﹤0.01%
500
669
$4K ﹤0.01%
+139
670
$4K ﹤0.01%
67
671
$4K ﹤0.01%
74
-244
672
$4K ﹤0.01%
198
673
$4K ﹤0.01%
150
674
$4K ﹤0.01%
235
675
$4K ﹤0.01%
+250
25 26
27
28 29