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
$935M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$3.18M
3
+$2.4M
4
TXN icon
Texas Instruments
TXN
+$2.28M
5
CSCO icon
Cisco
CSCO
+$2.24M

Top Sells

1
+$11.9M
2
+$10.8M
3
+$9.41M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.14M
5
UNP icon
Union Pacific
UNP
+$6.94M

Sector Composition

1 Technology 19.5%
2 Industrials 11.64%
3 Healthcare 9.49%
4 Financials 9.2%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.83M 0.52%
49,174
+9,294
52
$4.71M 0.5%
55,461
-110,857
53
$4.49M 0.48%
18,362
-48,811
54
$3.71M 0.4%
23,908
-1,704
55
$3.67M 0.39%
10,096
+98
56
$3.6M 0.39%
48,761
+13,411
57
$3.57M 0.38%
64,622
+2,676
58
$3.26M 0.35%
37,769
-94,354
59
$3.22M 0.34%
81,598
-274,457
60
$3.17M 0.34%
10,263
+63
61
$3.09M 0.33%
266,699
62
$2.72M 0.29%
56,913
-15,032
63
$2.7M 0.29%
16,924
-630
64
$2.68M 0.29%
7,800
65
$2.67M 0.29%
16,392
-207
66
$2.6M 0.28%
28,839
67
$2.29M 0.25%
12,088
+155
68
$2.2M 0.24%
52,352
+488
69
$2.11M 0.23%
15,187
70
$2.09M 0.22%
21,443
-191
71
$2.04M 0.22%
14,001
72
$1.95M 0.21%
70,330
+18,630
73
$1.93M 0.21%
20,739
-390
74
$1.72M 0.18%
7,576
-23
75
$1.68M 0.18%
15,334
-1,941
1 2
3
4 5