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
876
$1K ﹤0.01%
+43
877
$1K ﹤0.01%
10
-20
878
$1K ﹤0.01%
+99
879
$1K ﹤0.01%
+22
880
$1K ﹤0.01%
+16
881
$1K ﹤0.01%
+39
882
$1K ﹤0.01%
+15
883
$1K ﹤0.01%
+8
884
$1K ﹤0.01%
+32
885
$1K ﹤0.01%
+28
886
$1K ﹤0.01%
+24
887
$1K ﹤0.01%
+22
888
$1K ﹤0.01%
+87
889
$1K ﹤0.01%
+19
890
$1K ﹤0.01%
+17
891
$1K ﹤0.01%
+13
892
$1K ﹤0.01%
60
893
$1K ﹤0.01%
17
-209
894
$1K ﹤0.01%
+29
895
$1K ﹤0.01%
+22
896
$1K ﹤0.01%
+30
897
$1K ﹤0.01%
+30
898
$1K ﹤0.01%
+32
899
$1K ﹤0.01%
20
-42
900
$1K ﹤0.01%
+50
34 35
36
37 38