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
$1.04B
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.58M
3
+$2.77M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.61M
5
ADP icon
Automatic Data Processing
ADP
+$997K

Top Sells

1
+$18.3M
2
+$3.88M
3
+$1.83M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.65M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 23.53%
2 Industrials 12.74%
3 Financials 11.49%
4 Healthcare 9.31%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.94M 0.57%
184,148
+110,968
52
$5.86M 0.56%
86,602
-3,701
53
$5.53M 0.53%
8
54
$4.69M 0.45%
10,180
+221
55
$4.26M 0.41%
119,839
+77,963
56
$4.13M 0.4%
17,409
-81
57
$4.05M 0.39%
62,606
-806
58
$3.27M 0.31%
19,216
59
$3.2M 0.31%
58,767
+29,608
60
$3.08M 0.3%
14,000
61
$3.03M 0.29%
57,354
+3,385
62
$2.97M 0.28%
18,335
-1,125
63
$2.79M 0.27%
14,122
-278
64
$2.76M 0.26%
182,069
65
$2.72M 0.26%
15,187
66
$2.4M 0.23%
28,839
67
$2.38M 0.23%
24,860
68
$2.28M 0.22%
49,804
-800
69
$2.26M 0.22%
36,210
+1,000
70
$2.21M 0.21%
21,699
-16,246
71
$2.15M 0.21%
54,180
-397
72
$2.14M 0.2%
12,806
-23
73
$2.13M 0.2%
7,499
74
$2.06M 0.2%
16,988
-45
75
$2.04M 0.19%
22,771
1 2
3
4 5