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
651
$3K ﹤0.01%
+76
652
$3K ﹤0.01%
+86
653
$3K ﹤0.01%
20
-4
654
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38
+11
655
$3K ﹤0.01%
+63
656
$3K ﹤0.01%
+25
657
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52
-948
658
$3K ﹤0.01%
+18
659
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138
+68
660
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+83
661
$3K ﹤0.01%
100
662
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663
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66
664
$3K ﹤0.01%
92
-2,108
665
$3K ﹤0.01%
39
-108
666
$3K ﹤0.01%
+29
667
$3K ﹤0.01%
225
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668
$3K ﹤0.01%
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669
$3K ﹤0.01%
105
670
$3K ﹤0.01%
+80
671
$3K ﹤0.01%
33
-56
672
$3K ﹤0.01%
36
-28
673
$3K ﹤0.01%
25
+6
674
$3K ﹤0.01%
+74
675
$3K ﹤0.01%
+69
25 26
27
28 29