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
951
$1K ﹤0.01%
+21
952
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+17
953
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54
-40
954
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+65
955
$1K ﹤0.01%
+51
956
$1K ﹤0.01%
57
-2,690
957
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+18
958
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+22
959
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+14
960
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+22
961
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+29
962
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963
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964
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965
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28
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966
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+30
967
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+32
968
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38
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969
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+93
970
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+33
971
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+5
972
$1K ﹤0.01%
+19
973
$1K ﹤0.01%
+19
974
$1K ﹤0.01%
+6
975
$1K ﹤0.01%
+12
37 38
39
40 41