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
$779M
AUM Growth
-$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.3M
3
+$7.71M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.35M
5
NI icon
NiSource
NI
+$5.3M

Top Sells

1
+$4.83M
2
+$3.48M
3
+$2.14M
4
PANW icon
Palo Alto Networks
PANW
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.1M

Sector Composition

1 Technology 18.24%
2 Industrials 11.23%
3 Healthcare 10.62%
4 Financials 10.2%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.72M 0.61%
281,488
+38,581
52
$4.6M 0.59%
58,071
+33,728
53
$4.44M 0.57%
14,832
+211
54
$3.72M 0.48%
20,978
+1,763
55
$3.68M 0.47%
19,525
-254
56
$3.47M 0.45%
47,150
+37,277
57
$3.46M 0.45%
43,054
+24,462
58
$3.33M 0.43%
36,233
+30,104
59
$3.18M 0.41%
61,694
+18,843
60
$2.99M 0.38%
10,944
-255
61
$2.97M 0.38%
9,409
-35
62
$2.77M 0.36%
18,112
-1,045
63
$2.74M 0.35%
267,465
64
$2.71M 0.35%
8,343
-137
65
$2.67M 0.34%
54,127
+39,808
66
$2.56M 0.33%
17,714
-408
67
$2.51M 0.32%
32,712
+26,923
68
$2.36M 0.3%
49,804
69
$2.32M 0.3%
44,304
+714
70
$2.31M 0.3%
32,349
71
$2.29M 0.29%
+30,500
72
$2.29M 0.29%
10,492
+6,744
73
$2.27M 0.29%
9,216
+2,032
74
$2.04M 0.26%
11,579
+6,109
75
$2M 0.26%
13,047
1 2
3
4 5