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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
26
727
$1K ﹤0.01%
150
728
$1K ﹤0.01%
70
729
$1K ﹤0.01%
30
730
$1K ﹤0.01%
1,000
731
– –
-608
732
– –
-34
733
– –
-10
734
$0 ﹤0.01%
700
735
$0 ﹤0.01%
62
736
$0 ﹤0.01%
40
737
– –
-200
738
– –
-2,425
739
– –
-124
740
$0 ﹤0.01%
1
741
– –
-35
742
– –
-50
743
– –
-450
744
– –
-2,850
745
– –
-100
746
– –
-3,300
747
– –
-4,739
748
– –
-150
749
– –
-56
750
– –
0
28 29
30
31 32