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
51
$2M 0.48%
65,251
+6,775
52
$1.87M 0.45%
41,667
+1,069
53
$1.77M 0.43%
14,206
+6
54
$1.72M 0.41%
53,639
+4,524
55
$1.59M 0.38%
42,012
-1,782
56
$1.51M 0.36%
12,527
+304
57
$1.5M 0.36%
9,905
+87
58
$1.49M 0.36%
27,864
-464
59
$1.43M 0.34%
30,238
60
$1.43M 0.34%
27,504
-1,395
61
$1.42M 0.34%
12,566
+289
62
$1.42M 0.34%
49,804
63
$1.4M 0.34%
26,471
+1,289
64
$1.36M 0.33%
21,438
+5,642
65
$1.33M 0.32%
10,901
-364
66
$1.3M 0.31%
8,858
+94
67
$1.29M 0.31%
11,898
-296
68
$1.24M 0.3%
18,252
+631
69
$1.16M 0.28%
7,768
-118
70
$1.16M 0.28%
103,020
-1,533
71
$1.14M 0.27%
30,479
+483
72
$1.11M 0.27%
9,220
+6,444
73
$1.08M 0.26%
38,720
+60
74
$1.08M 0.26%
6,476
-83
75
$1.07M 0.26%
10,508
+173
1 2
3
4 5