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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
33
-112
727
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11
+5
728
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45
729
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730
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+43
731
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23
-13
732
$2K ﹤0.01%
+15
733
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734
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+45
735
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30
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736
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737
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42
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738
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+54
739
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+21
740
$2K ﹤0.01%
+47
741
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742
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40
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743
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+22
744
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22
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745
$2K ﹤0.01%
+74
746
$2K ﹤0.01%
+24
747
$2K ﹤0.01%
+72
748
$2K ﹤0.01%
+18
749
$2K ﹤0.01%
+61
750
$2K ﹤0.01%
+53
28 29
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