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
$387M
AUM Growth
-$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$847K
3
+$813K
4
VTRS icon
Viatris
VTRS
+$754K
5
MJN
Mead Johnson Nutrition Company
MJN
+$746K

Top Sells

1
+$21.4M
2
+$13.4M
3
+$13M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$11.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.55M

Sector Composition

1 Industrials 33.76%
2 Financials 11.16%
3 Healthcare 9.3%
4 Technology 8.2%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
+15
702
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+94
703
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+60
704
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70
705
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+98
706
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+126
707
$2K ﹤0.01%
66
708
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72
709
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134
710
$2K ﹤0.01%
+170
711
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+431
712
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713
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+30
714
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+86
715
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+65
716
$2K ﹤0.01%
+4
717
$2K ﹤0.01%
186
718
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+14
719
$2K ﹤0.01%
+58
720
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+21
721
$2K ﹤0.01%
59
-91
722
$2K ﹤0.01%
+12
723
$2K ﹤0.01%
+136
724
$2K ﹤0.01%
300
725
$2K ﹤0.01%
+24
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