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
$384M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$4.24M
3
+$2.8M
4
MDU icon
MDU Resources
MDU
+$2.52M
5
VZ icon
Verizon
VZ
+$2.09M

Top Sells

1
+$2.11M
2
+$1.94M
3
+$1.67M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$418K
5
ETN icon
Eaton
ETN
+$205K

Sector Composition

1 Technology 8.71%
2 Financials 7.62%
3 Healthcare 6.51%
4 Industrials 6.25%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.08%
+4,186
77
$320K 0.08%
+3,787
78
$312K 0.08%
+6,312
79
$311K 0.08%
4,530
+104
80
$307K 0.08%
8,107
+162
81
$304K 0.08%
8,000
82
$286K 0.07%
5,090
+1,500
83
$282K 0.07%
5,810
+930
84
$275K 0.07%
+3,600
85
$273K 0.07%
+4,226
86
$271K 0.07%
12,446
+1,445
87
$265K 0.07%
+4,670
88
$260K 0.07%
+4,072
89
$254K 0.07%
7,004
+716
90
$248K 0.06%
+2,706
91
$247K 0.06%
3,000
92
$239K 0.06%
+5,167
93
$234K 0.06%
11,000
94
$228K 0.06%
+4,250
95
$227K 0.06%
+9,213
96
$226K 0.06%
42,943
97
$222K 0.06%
1
98
$214K 0.06%
18,746
99
$203K 0.05%
+2,344
100
$203K 0.05%
+3,519
1 2 3
4
5