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%
+51
727
$2K ﹤0.01%
+32
728
$2K ﹤0.01%
+74
729
$2K ﹤0.01%
+50
730
$2K ﹤0.01%
145
-1,855
731
$2K ﹤0.01%
+80
732
$2K ﹤0.01%
+58
733
$2K ﹤0.01%
+182
734
$2K ﹤0.01%
+39
735
$2K ﹤0.01%
+43
736
$2K ﹤0.01%
37
-15
737
$2K ﹤0.01%
+66
738
$2K ﹤0.01%
+53
739
$2K ﹤0.01%
+84
740
$2K ﹤0.01%
+42
741
$2K ﹤0.01%
+83
742
$2K ﹤0.01%
+187
743
$2K ﹤0.01%
+35
744
$2K ﹤0.01%
+43
745
$2K ﹤0.01%
+13
746
$2K ﹤0.01%
+27
747
$2K ﹤0.01%
+26
748
$2K ﹤0.01%
26
-44
749
$2K ﹤0.01%
125
750
$2K ﹤0.01%
33
-352
28 29
30
31 32