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
$615M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.06M
3
+$1.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$924K
5
DXC icon
DXC Technology
DXC
+$567K

Top Sells

1
+$10.6M
2
+$1.27M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$1.11M
5
AMT icon
American Tower
AMT
+$876K

Sector Composition

1 Industrials 28.22%
2 Financials 12.77%
3 Technology 12.38%
4 Healthcare 9.15%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.43%
67,943
52
$2.62M 0.43%
9,891
-97
53
$2.6M 0.42%
33,912
+987
54
$2.42M 0.39%
106,603
+6,911
55
$2.41M 0.39%
36,630
+14,050
56
$2.35M 0.38%
11,008
+132
57
$2.32M 0.38%
79,981
-3,127
58
$2.31M 0.38%
18,551
-1,534
59
$2.22M 0.36%
26,400
-1,354
60
$2.07M 0.34%
14,200
61
$2.05M 0.33%
45,910
62
$2.02M 0.33%
49,804
63
$1.93M 0.31%
11,790
64
$1.92M 0.31%
46,593
-1,078
65
$1.91M 0.31%
36,143
-1,077
66
$1.83M 0.3%
32,053
-1,835
67
$1.82M 0.3%
71,929
+491
68
$1.81M 0.3%
38,347
-392
69
$1.81M 0.29%
8,715
+551
70
$1.7M 0.28%
11,699
71
$1.69M 0.27%
35,319
-2,025
72
$1.6M 0.26%
7,952
-270
73
$1.59M 0.26%
19,889
-954
74
$1.48M 0.24%
27,400
-760
75
$1.45M 0.24%
15,187
1 2
3
4 5