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
$1.13B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$13.5M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$12.5M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$7.29M

Top Sells

1
+$10.9M
2
+$6.49M
3
+$5.21M
4
MSFT icon
Microsoft
MSFT
+$1.85M
5
PANW icon
Palo Alto Networks
PANW
+$1.77M

Sector Composition

1 Technology 18.88%
2 Industrials 11.95%
3 Financials 8.95%
4 Healthcare 8.67%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.98M 0.62%
16,995
-1,076
52
$6.05M 0.54%
45,403
-191
53
$5.99M 0.53%
25,271
+495
54
$5.85M 0.52%
+60,310
55
$5.85M 0.52%
43,448
-2,447
56
$5.62M 0.5%
9,645
-37
57
$5.58M 0.49%
210,202
+298
58
$5.43M 0.48%
10
-20
59
$4.67M 0.41%
116,077
+38,565
60
$4.49M 0.4%
38,604
+31,117
61
$3.82M 0.34%
17,899
62
$3.77M 0.33%
64,978
63
$3.54M 0.31%
9,931
-351
64
$3.49M 0.31%
22,533
-78
65
$3.37M 0.3%
21,473
-446
66
$3.32M 0.29%
94,760
+74,277
67
$2.9M 0.26%
30,636
-3,495
68
$2.81M 0.25%
25,546
-73
69
$2.67M 0.24%
55,649
-2,891
70
$2.62M 0.23%
17,553
-135
71
$2.51M 0.22%
14,000
-1
72
$2.29M 0.2%
28,839
73
$2.27M 0.2%
15,187
74
$2.2M 0.19%
53,152
75
$2.19M 0.19%
20,754
1 2
3
4 5