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
$787M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$21.8M
3
+$10.6M
4
CSCO icon
Cisco
CSCO
+$10.5M
5
TXN icon
Texas Instruments
TXN
+$10M

Top Sells

1
+$9.64M
2
+$8.15M
3
+$7.25M
4
NVDA icon
NVIDIA
NVDA
+$7.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.9M

Sector Composition

1 Technology 16.7%
2 Industrials 10.79%
3 Healthcare 9.7%
4 Financials 9.58%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.69M 0.6%
186,296
+6,614
52
$4.66M 0.59%
14,467
-365
53
$4.27M 0.54%
54,448
-3,623
54
$4.25M 0.54%
26,009
+5,031
55
$4.11M 0.52%
40,425
+299
56
$3.99M 0.51%
40,266
+2,794
57
$3.88M 0.49%
+28,496
58
$3.85M 0.49%
116,933
+87,001
59
$3.58M 0.46%
19,943
+418
60
$3.46M 0.44%
89,750
+48,471
61
$3.4M 0.43%
45,492
+12,780
62
$2.94M 0.37%
11,011
+67
63
$2.83M 0.36%
57,351
+3,224
64
$2.82M 0.36%
61,694
65
$2.78M 0.35%
267,465
66
$2.72M 0.35%
37,476
-5,578
67
$2.68M 0.34%
9,421
+12
68
$2.65M 0.34%
27,579
+8,279
69
$2.52M 0.32%
7,791
-552
70
$2.45M 0.31%
49,804
71
$2.4M 0.3%
16,678
-1,036
72
$2.31M 0.29%
17,221
-891
73
$2.18M 0.28%
32,349
74
$2.18M 0.28%
30,500
75
$2.08M 0.27%
9,910
-582
1 2
3
4 5