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
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$8.34M
3
+$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.21M
5
MSFT icon
Microsoft
MSFT
+$1.21M

Top Sells

1
+$10.3M
2
+$4.2M
3
+$2.03M
4
NOW icon
ServiceNow
NOW
+$1.84M
5
GS icon
Goldman Sachs
GS
+$1.76M

Sector Composition

1 Technology 23.98%
2 Industrials 13.81%
3 Financials 11.91%
4 Consumer Discretionary 8.04%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.66M 0.54%
93,223
+6,621
52
$5.45M 0.52%
8
53
$4.99M 0.48%
47,196
-744
54
$4.97M 0.48%
20,684
+3,275
55
$4.54M 0.44%
141,589
-42,559
56
$4.52M 0.43%
9,973
-207
57
$4.04M 0.39%
77,383
+18,616
58
$3.71M 0.36%
62,930
+324
59
$3.27M 0.31%
13,000
-1,000
60
$3.16M 0.3%
66,147
+8,793
61
$2.91M 0.28%
17,490
-1,726
62
$2.84M 0.27%
67,951
+28,974
63
$2.77M 0.27%
19,163
+828
64
$2.77M 0.27%
14,966
+5,613
65
$2.61M 0.25%
15,188
+1
66
$2.51M 0.24%
14,102
-20
67
$2.5M 0.24%
49,804
68
$2.42M 0.23%
28,839
69
$2.41M 0.23%
54,857
+677
70
$2.39M 0.23%
21,130
+4,173
71
$2.31M 0.22%
22,771
72
$2.28M 0.22%
24,860
73
$2.23M 0.21%
35,840
-370
74
$2.22M 0.21%
23,872
+2,173
75
$2.16M 0.21%
61,823
-58,016
1 2
3
4 5