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
$762M
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$27.5M
3
+$24.7M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$19M
5
IYR icon
iShares US Real Estate ETF
IYR
+$18M

Top Sells

1
+$4.13M
2
+$3.28M
3
+$2.25M
4
DXC icon
DXC Technology
DXC
+$1.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Sector Composition

1 Industrials 19.05%
2 Healthcare 9.66%
3 Technology 8.97%
4 Financials 8.84%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15M 0.28%
67,943
+5,947
77
$2.14M 0.28%
29,327
-1,233
78
$2.11M 0.28%
85,611
+1,211
79
$2.1M 0.28%
27,900
-4,340
80
$2.03M 0.27%
46,270
81
$2.02M 0.27%
27,292
82
$1.97M 0.26%
49,834
+30
83
$1.95M 0.26%
10,332
-13
84
$1.87M 0.25%
11,753
+7
85
$1.77M 0.23%
11,790
86
$1.72M 0.23%
38,100
-102
87
$1.69M 0.22%
9,530
-77
88
$1.63M 0.21%
75,668
-5,108
89
$1.61M 0.21%
34,083
+625
90
$1.59M 0.21%
33,893
-1,546
91
$1.54M 0.2%
33,385
-1,371
92
$1.45M 0.19%
8,647
+20
93
$1.41M 0.18%
52,861
-27,103
94
$1.4M 0.18%
27,060
95
$1.39M 0.18%
24,696
-58,285
96
$1.33M 0.17%
22,660
-91
97
$1.25M 0.16%
19,383
+16,069
98
$1.24M 0.16%
10,719
-432
99
$1.21M 0.16%
16,706
-325
100
$1.19M 0.16%
20,036
-150
2 3
4
5 6