WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+6.49%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$416M
AUM Growth
+$29.5M
(+7.6%)
Cap. Flow
+$7.7M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
42.38%
Holding
1,250
New
424
Increased
298
Reduced
218
Closed
132
Top Buys
| 1 |
FedEx
FDX
|
+$4.28M |
| 2 |
Republic Services
RSG
|
+$4.05M |
| 3 |
Prologis
PLD
|
+$2.84M |
| 4 |
Digital Realty Trust
DLR
|
+$2.77M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$776K |
Top Sells
| 1 |
Delta Air Lines
DAL
|
+$3.98M |
| 2 |
SRCL
Stericycle Inc
SRCL
|
+$3.17M |
| 3 |
Comerica
CMA
|
+$2.55M |
| 4 |
EMC
EMC CORPORATION
EMC
|
+$600K |
| 5 |
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% |