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
676
$3K ﹤0.01%
+33
677
$3K ﹤0.01%
+50
678
$3K ﹤0.01%
+107
679
$3K ﹤0.01%
75
680
$3K ﹤0.01%
+121
681
$3K ﹤0.01%
400
682
$3K ﹤0.01%
50
683
$3K ﹤0.01%
+57
684
$3K ﹤0.01%
+100
685
$3K ﹤0.01%
+36
686
$3K ﹤0.01%
221
-24
687
$3K ﹤0.01%
59
-58
688
$3K ﹤0.01%
+59
689
$3K ﹤0.01%
+90
690
$3K ﹤0.01%
+188
691
$2K ﹤0.01%
+53
692
$2K ﹤0.01%
+84
693
$2K ﹤0.01%
+42
694
$2K ﹤0.01%
+83
695
$2K ﹤0.01%
+187
696
$2K ﹤0.01%
+35
697
$2K ﹤0.01%
+43
698
$2K ﹤0.01%
+13
699
$2K ﹤0.01%
+27
700
$2K ﹤0.01%
+26
26 27
28
29 30