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
51
$1.83M 0.4%
31,258
+1,845
52
$1.83M 0.4%
25,880
-2,411
53
$1.79M 0.39%
42,754
+1,845
54
$1.7M 0.37%
65,572
+4,256
55
$1.69M 0.37%
50,476
-925
56
$1.66M 0.36%
33,007
+2,545
57
$1.63M 0.35%
30,674
+9,696
58
$1.52M 0.33%
25,254
+14,417
59
$1.51M 0.33%
49,305
+452
60
$1.49M 0.32%
213,231
-7,280
61
$1.45M 0.32%
42,117
-95
62
$1.43M 0.31%
28,549
-3,678
63
$1.41M 0.31%
6,914
-2,024
64
$1.38M 0.3%
14,278
+78
65
$1.37M 0.3%
30,335
+2,652
66
$1.36M 0.3%
52,254
+7,627
67
$1.34M 0.29%
38,660
68
$1.33M 0.29%
10,110
-402
69
$1.32M 0.29%
49,804
70
$1.27M 0.28%
29,767
+8,786
71
$1.27M 0.28%
27,351
+16,761
72
$1.2M 0.26%
11,892
-289
73
$1.19M 0.26%
9,484
+42
74
$1.18M 0.26%
22,779
-85
75
$1.13M 0.25%
10,197
-330
1 2
3
4 5