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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.24%
8,746
-1,077
77
$1.09M 0.24%
10,939
-437
78
$1.07M 0.23%
7,688
+5
79
$1.07M 0.23%
26,112
+1,716
80
$1.05M 0.23%
62,422
-1,536
81
$1.04M 0.23%
10,737
+174
82
$1.02M 0.22%
10,483
83
$1M 0.22%
8,373
-28
84
$991K 0.22%
9,682
-813
85
$988K 0.22%
7,765
+815
86
$984K 0.21%
+12,000
87
$934K 0.2%
27,443
-6,429
88
$924K 0.2%
18,553
+1,367
89
$915K 0.2%
18,874
-4,269
90
$913K 0.2%
13,527
-1,602
91
$904K 0.2%
5,570
+231
92
$896K 0.2%
7,956
+2,837
93
$873K 0.19%
11,629
-2,855
94
$859K 0.19%
17,757
95
$852K 0.19%
14,635
-1,364
96
$835K 0.18%
22,740
+6,615
97
$804K 0.18%
11,686
-775
98
$804K 0.18%
8,746
+5
99
$799K 0.17%
11,090
+271
100
$760K 0.17%
8,649
-425
2 3
4
5 6