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
676
$4K ﹤0.01%
+115
677
$4K ﹤0.01%
172
678
$4K ﹤0.01%
25
679
$4K ﹤0.01%
111
680
$3K ﹤0.01%
106
681
$3K ﹤0.01%
195
682
$3K ﹤0.01%
+100
683
$3K ﹤0.01%
105
684
$3K ﹤0.01%
306
685
$3K ﹤0.01%
200
686
$3K ﹤0.01%
400
687
$3K ﹤0.01%
100
688
$3K ﹤0.01%
50
689
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39
-11
690
$3K ﹤0.01%
125
691
$3K ﹤0.01%
134
692
$3K ﹤0.01%
108
693
$3K ﹤0.01%
200
694
$3K ﹤0.01%
1,500
695
$2K ﹤0.01%
186
696
$2K ﹤0.01%
45
697
$2K ﹤0.01%
+25
698
$2K ﹤0.01%
70
699
$2K ﹤0.01%
11
700
$2K ﹤0.01%
66
26 27
28
29 30