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
$1.03B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.8M
3
+$17.4M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$15.3M
5
NVDA icon
NVIDIA
NVDA
+$13.3M

Top Sells

1
+$13.9M
2
+$9.49M
3
+$4.67M
4
CMCSA icon
Comcast
CMCSA
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.11M

Sector Composition

1 Industrials 20.87%
2 Technology 20.24%
3 Financials 9.56%
4 Healthcare 9.1%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.04M 0.39%
+37,020
52
$3.75M 0.36%
49,985
-689
53
$3.47M 0.34%
9,658
+14
54
$3.39M 0.33%
9,636
-42
55
$3.39M 0.33%
11,334
-192
56
$3.35M 0.32%
24,758
-3,293
57
$3.31M 0.32%
19,341
+392
58
$3.27M 0.32%
206,115
-5,003
59
$3.19M 0.31%
13,047
60
$3.14M 0.3%
267,465
-46,501
61
$3.09M 0.3%
52,294
+414
62
$2.82M 0.27%
49,804
63
$2.67M 0.26%
41,962
64
$2.45M 0.24%
20,879
-4,826
65
$2.45M 0.24%
17,396
+1,210
66
$2.41M 0.23%
8,737
-6
67
$2.25M 0.22%
7,672
+11
68
$2.07M 0.2%
15,187
69
$2.05M 0.2%
23,543
-1,342
70
$1.95M 0.19%
30,688
+1,394
71
$1.92M 0.19%
24,397
-1,303
72
$1.88M 0.18%
7,018
+84
73
$1.88M 0.18%
12,652
-436
74
$1.86M 0.18%
9,227
-70
75
$1.8M 0.17%
48,375
+629
1 2
3
4 5