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
$383M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.06M
3
+$7.38M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.3M
5
META icon
Meta Platforms (Facebook)
META
+$4.05M

Top Sells

1
+$8.22M
2
+$1.47M
3
+$1.27M
4
IBM icon
IBM
IBM
+$1.15M
5
NMM icon
Navios Maritime Partners
NMM
+$1.07M

Sector Composition

1 Industrials 15.11%
2 Financials 13.19%
3 Healthcare 8.77%
4 Technology 8.52%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.49%
51,975
+450
52
$1.85M 0.48%
14,200
53
$1.84M 0.48%
50,791
-453
54
$1.8M 0.47%
19,738
+1,505
55
$1.77M 0.46%
31,320
+4,951
56
$1.74M 0.45%
44,055
+4,945
57
$1.72M 0.45%
68,940
+9,439
58
$1.67M 0.43%
35,559
+4,791
59
$1.64M 0.43%
17,499
+325
60
$1.63M 0.43%
36,528
61
$1.61M 0.42%
6,325
+914
62
$1.56M 0.41%
19,668
+19,481
63
$1.51M 0.4%
9,877
-7,510
64
$1.5M 0.39%
43,868
+3,977
65
$1.5M 0.39%
10,896
-143
66
$1.45M 0.38%
29,277
+4,041
67
$1.44M 0.38%
11,875
-413
68
$1.42M 0.37%
48,055
+1,645
69
$1.42M 0.37%
17,818
+200
70
$1.41M 0.37%
26,137
+534
71
$1.4M 0.37%
33,920
+27,725
72
$1.38M 0.36%
49,804
73
$1.38M 0.36%
35,246
-888
74
$1.37M 0.36%
51,508
+5,712
75
$1.35M 0.35%
18,244
+1,433
1 2
3
4 5