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
76
$1.04M 0.25%
12,000
77
$996K 0.24%
63,611
+1,300
78
$980K 0.24%
20,751
+183
79
$962K 0.23%
9,898
+85
80
$961K 0.23%
7,616
+22
81
$926K 0.22%
8,841
-229
82
$880K 0.21%
23,528
+1,452
83
$839K 0.2%
6,755
-334
84
$836K 0.2%
13,816
85
$798K 0.19%
33,742
-2,491
86
$796K 0.19%
7,089
-28
87
$756K 0.18%
9,619
+570
88
$741K 0.18%
5,126
-16
89
$739K 0.18%
8,094
90
$734K 0.18%
19,625
+1,000
91
$713K 0.17%
6,412
+3
92
$711K 0.17%
7,294
+580
93
$686K 0.17%
13,813
94
$668K 0.16%
10,428
-6
95
$653K 0.16%
12,403
+15
96
$651K 0.16%
78,109
97
$649K 0.16%
8,048
-75
98
$639K 0.15%
5,542
-653
99
$629K 0.15%
7,071
-500
100
$626K 0.15%
7,574
+1,910
2 3
4
5 6