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
$444M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,177
New
Increased
Reduced
Closed

Top Sells

1 +$1.68M
2 +$1.22M
3 +$1.04M
4
CBRE icon
CBRE Group
CBRE
+$851K
5
XOM icon
Exxon Mobil
XOM
+$437K

Sector Composition

1 Industrials 33.73%
2 Financials 12.06%
3 Technology 8.16%
4 Healthcare 7.65%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$1K ﹤0.01%
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727
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32
728
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+33
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731
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732
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733
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5
735
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741
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7
745
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746
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747
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11
748
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749
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25
-25
750
$1K ﹤0.01%
14