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
$387M
AUM Growth
-$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$847K
3
+$813K
4
VTRS icon
Viatris
VTRS
+$754K
5
MJN
Mead Johnson Nutrition Company
MJN
+$746K

Top Sells

1
+$21.4M
2
+$13.4M
3
+$13M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$11.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.55M

Sector Composition

1 Industrials 33.76%
2 Financials 11.16%
3 Healthcare 9.3%
4 Technology 8.2%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
+52
727
$2K ﹤0.01%
+50
728
$2K ﹤0.01%
+55
729
$2K ﹤0.01%
+40
730
$2K ﹤0.01%
+89
731
$2K ﹤0.01%
57
732
$2K ﹤0.01%
100
733
$2K ﹤0.01%
+53
734
$1K ﹤0.01%
59
735
$1K ﹤0.01%
90
736
$1K ﹤0.01%
+158
737
$1K ﹤0.01%
2
738
$1K ﹤0.01%
+37
739
$1K ﹤0.01%
6
740
$1K ﹤0.01%
69
-1
741
$1K ﹤0.01%
17
-34
742
$1K ﹤0.01%
+17
743
$1K ﹤0.01%
62
744
$1K ﹤0.01%
+27
745
$1K ﹤0.01%
+220
746
$1K ﹤0.01%
+72
747
$1K ﹤0.01%
12
748
$1K ﹤0.01%
36
-100
749
$1K ﹤0.01%
+30
750
$1K ﹤0.01%
6
28 29
30
31 32