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
$812M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$7.71M
3
+$3.14M
4
LHX icon
L3Harris
LHX
+$1.72M
5
HD icon
Home Depot
HD
+$1.62M

Top Sells

1
+$9.28M
2
+$7.8M
3
+$6.12M
4
IYR icon
iShares US Real Estate ETF
IYR
+$4.95M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.43M

Sector Composition

1 Industrials 26.6%
2 Technology 17.39%
3 Financials 12.63%
4 Healthcare 8.87%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.4%
45,703
+5,076
52
$3.24M 0.4%
194,620
+74,190
53
$3.1M 0.38%
18,876
-173
54
$3.02M 0.37%
11,823
-417
55
$2.84M 0.35%
49,804
56
$2.72M 0.34%
13,047
57
$2.63M 0.32%
41,867
+4,819
58
$2.42M 0.3%
143,200
59
$2.38M 0.29%
9,361
-5
60
$2.3M 0.28%
7,661
-40
61
$2.28M 0.28%
41,843
-6,000
62
$2.14M 0.26%
9,630
63
$2.08M 0.26%
19,898
-269
64
$1.99M 0.24%
51,368
-73
65
$1.98M 0.24%
26,135
-804
66
$1.85M 0.23%
26,428
-178
67
$1.84M 0.23%
10,394
+961
68
$1.77M 0.22%
7,657
+61
69
$1.77M 0.22%
10,978
+1,003
70
$1.7M 0.21%
14,172
-150
71
$1.69M 0.21%
38,800
72
$1.66M 0.2%
8,884
-51
73
$1.64M 0.2%
15,187
74
$1.61M 0.2%
31,186
+7,625
75
$1.6M 0.2%
44,100
+3,311
1 2
3
4 5