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
776
$2K ﹤0.01%
+68
777
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+52
778
$2K ﹤0.01%
116
+102
779
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+182
780
$2K ﹤0.01%
+39
781
$2K ﹤0.01%
+43
782
$2K ﹤0.01%
37
-15
783
$2K ﹤0.01%
+66
784
$2K ﹤0.01%
+24
785
$2K ﹤0.01%
+28
786
$2K ﹤0.01%
+41
787
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788
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38
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789
$2K ﹤0.01%
19
-631
790
$2K ﹤0.01%
+344
791
$2K ﹤0.01%
+86
792
$2K ﹤0.01%
50
793
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794
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100
795
$2K ﹤0.01%
+23
796
$2K ﹤0.01%
+42
797
$1K ﹤0.01%
20
-82
798
$1K ﹤0.01%
+11
799
$1K ﹤0.01%
+12
800
$1K ﹤0.01%
+31
30 31
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