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
$767M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.95M
3
+$3.41M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.43M
5
V icon
Visa
V
+$1.31M

Top Sells

1
+$2.3M
2
+$1.29M
3
+$1.28M
4
ROK icon
Rockwell Automation
ROK
+$1.21M
5
USB icon
US Bancorp
USB
+$1.17M

Sector Composition

1 Industrials 25.61%
2 Technology 18.02%
3 Financials 11.79%
4 Healthcare 8.77%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3M 0.39%
19,049
+568
52
$2.84M 0.37%
12,240
+300
53
$2.44M 0.32%
47,843
-2,719
54
$2.43M 0.32%
+63,995
55
$2.4M 0.31%
143,200
56
$2.3M 0.3%
40,627
-8,276
57
$2.29M 0.3%
13,047
-100
58
$2.29M 0.3%
49,804
59
$2.27M 0.3%
9,630
60
$2.23M 0.29%
37,048
61
$2.21M 0.29%
7,701
+5
62
$2M 0.26%
9,366
+46
63
$1.97M 0.26%
26,939
+1,350
64
$1.93M 0.25%
16,957
-11,284
65
$1.72M 0.22%
26,606
-1,332
66
$1.7M 0.22%
20,167
-542
67
$1.65M 0.21%
120,430
-74,685
68
$1.64M 0.21%
19,179
-21
69
$1.57M 0.2%
14,322
+384
70
$1.56M 0.2%
51,441
+73
71
$1.56M 0.2%
15,187
72
$1.55M 0.2%
9,433
+1,737
73
$1.51M 0.2%
8,935
-12
74
$1.5M 0.2%
40,789
-3,471
75
$1.46M 0.19%
9,975
1 2
3
4 5