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
$384M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$4.24M
3
+$2.8M
4
MDU icon
MDU Resources
MDU
+$2.52M
5
VZ icon
Verizon
VZ
+$2.09M

Top Sells

1
+$2.11M
2
+$1.94M
3
+$1.67M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$418K
5
ETN icon
Eaton
ETN
+$205K

Sector Composition

1 Technology 8.71%
2 Financials 7.62%
3 Healthcare 6.51%
4 Industrials 6.25%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.33%
12,266
52
$1.19M 0.31%
13,742
+1,846
53
$1.11M 0.29%
30,487
+2,584
54
$1.06M 0.28%
38,799
+1,407
55
$1.05M 0.27%
25,481
+5,590
56
$1.02M 0.26%
2
+1
57
$939K 0.24%
+10,716
58
$776K 0.2%
6,773
+1,038
59
$654K 0.17%
+13,043
60
$654K 0.17%
5,565
+2,480
61
$652K 0.17%
8,488
-153
62
$585K 0.15%
22,896
-75,831
63
$547K 0.14%
+14,000
64
$543K 0.14%
5,444
+1,246
65
$522K 0.14%
+10,000
66
$503K 0.13%
7,135
-1,217
67
$490K 0.13%
21,346
+2,565
68
$446K 0.12%
6,567
+2,135
69
$441K 0.11%
12,849
+3,000
70
$441K 0.11%
13,283
-50,193
71
$379K 0.1%
9,912
+2,058
72
$378K 0.1%
7,833
73
$373K 0.1%
4,126
+91
74
$364K 0.09%
5,235
+377
75
$348K 0.09%
3,937
+597
1 2
3
4 5