WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
-2.1%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$697M
AUM Growth
+$13.3M
(+1.9%)
Cap. Flow
+$30.5M
Cap. Flow
% of AUM
4.37%
Top 10 Holdings %
Top 10 Hldgs %
40.45%
Holding
883
New
137
Increased
151
Reduced
202
Closed
102
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$45.9M |
| 2 |
Altria Group
MO
|
+$1.37M |
| 3 |
Deere & Co
DE
|
+$1.34M |
| 4 |
Starbucks
SBUX
|
+$993K |
| 5 |
Kinder Morgan
KMI
|
+$975K |
Top Sells
| 1 |
Booking.com
BKNG
|
+$5.65M |
| 2 |
PotlatchDeltic
PCH
|
+$3.17M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$2.16M |
| 4 |
iShares US Real Estate ETF
IYR
|
+$2.14M |
| 5 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
+$1.97M |
Sector Composition
| 1 | Industrials | 24.1% |
| 2 | Financials | 13.93% |
| 3 | Technology | 11.52% |
| 4 | Healthcare | 8.31% |
| 5 | Consumer Staples | 6.35% |