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
926
$1K ﹤0.01%
80
-336
927
$1K ﹤0.01%
+30
928
$1K ﹤0.01%
50
-50
929
$1K ﹤0.01%
+40
930
$1K ﹤0.01%
+58
931
$1K ﹤0.01%
+42
932
$1K ﹤0.01%
+20
933
$1K ﹤0.01%
+78
934
$1K ﹤0.01%
+16
935
$1K ﹤0.01%
+44
936
$1K ﹤0.01%
18
-76
937
$1K ﹤0.01%
+58
938
$1K ﹤0.01%
+40
939
$1K ﹤0.01%
+68
940
$1K ﹤0.01%
+34
941
$1K ﹤0.01%
+19
942
$1K ﹤0.01%
+55
943
$1K ﹤0.01%
24
-60
944
$1K ﹤0.01%
14
-14
945
$1K ﹤0.01%
+5
946
$1K ﹤0.01%
+100
947
$1K ﹤0.01%
+53
948
$1K ﹤0.01%
+21
949
$1K ﹤0.01%
+22
950
$1K ﹤0.01%
+38
36 37
38
39 40