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
751
$2K ﹤0.01%
+24
752
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+80
753
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+26
754
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+10
755
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+45
756
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100
757
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758
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759
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760
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130
-225
761
$2K ﹤0.01%
+300
762
$2K ﹤0.01%
72
763
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+53
764
$2K ﹤0.01%
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765
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50
-36
766
$2K ﹤0.01%
+32
767
$2K ﹤0.01%
+74
768
$2K ﹤0.01%
+50
769
$2K ﹤0.01%
145
-1,855
770
$2K ﹤0.01%
+80
771
$2K ﹤0.01%
+58
772
$2K ﹤0.01%
300
773
$2K ﹤0.01%
+278
774
$2K ﹤0.01%
+41
775
$2K ﹤0.01%
+41
29 30
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