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
$1.05B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.14M
3
+$1.51M
4
ONB icon
Old National Bancorp
ONB
+$1.45M
5
MBB icon
iShares MBS ETF
MBB
+$1.09M

Top Sells

1
+$89.9M
2
+$15M
3
+$11.4M
4
TMUS icon
T-Mobile US
TMUS
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$10M

Sector Composition

1 Technology 21.05%
2 Industrials 14.72%
3 Financials 11.09%
4 Healthcare 9.54%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.01M 0.57%
46,116
+713
52
$5.95M 0.57%
7,644
-2,001
53
$5.9M 0.56%
60,970
+660
54
$5.7M 0.54%
206,244
-3,958
55
$5.26M 0.5%
169,261
-76,886
56
$5.07M 0.48%
197,165
-357,668
57
$4.23M 0.4%
10,049
+118
58
$4.13M 0.39%
18,082
+183
59
$3.94M 0.38%
65,372
+394
60
$3.94M 0.38%
21,973
-63,711
61
$3.12M 0.3%
19,700
-1,773
62
$3.04M 0.29%
80,990
-13,770
63
$2.97M 0.28%
62,286
-119,030
64
$2.8M 0.27%
55,718
+69
65
$2.71M 0.26%
14,870
-7,663
66
$2.65M 0.25%
14,000
67
$2.62M 0.25%
16,588
-965
68
$2.61M 0.25%
15,187
69
$2.54M 0.24%
182,069
70
$2.43M 0.23%
19,381
-1,373
71
$2.34M 0.22%
28,839
72
$2.19M 0.21%
36,095
73
$2.17M 0.21%
5,912
+33
74
$2.14M 0.2%
53,152
75
$2.1M 0.2%
55,249
+1,473
1 2
3
4 5