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
$767M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.95M
3
+$3.41M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.43M
5
V icon
Visa
V
+$1.31M

Top Sells

1
+$2.3M
2
+$1.29M
3
+$1.28M
4
ROK icon
Rockwell Automation
ROK
+$1.21M
5
USB icon
US Bancorp
USB
+$1.17M

Sector Composition

1 Industrials 25.61%
2 Technology 18.02%
3 Financials 11.79%
4 Healthcare 8.77%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.18%
6,594
-426
77
$1.4M 0.18%
38,800
78
$1.38M 0.18%
7,596
+50
79
$1.32M 0.17%
16,971
+140
80
$1.26M 0.16%
6,483
-231
81
$1.26M 0.16%
24,388
+68
82
$1.24M 0.16%
13,845
83
$1.23M 0.16%
20,935
+3,130
84
$1.2M 0.16%
23,561
+176
85
$1.17M 0.15%
53,696
-802
86
$1.16M 0.15%
8,812
+223
87
$1.11M 0.15%
22,352
-234
88
$1.08M 0.14%
7,291
-178
89
$1.06M 0.14%
5,003
+964
90
$1.06M 0.14%
11,962
+8,231
91
$1.03M 0.13%
23,019
+169
92
$1.02M 0.13%
20,374
+180
93
$996K 0.13%
11,708
94
$982K 0.13%
3,873
95
$958K 0.13%
+21,920
96
$947K 0.12%
4,580
-268
97
$926K 0.12%
+6,769
98
$909K 0.12%
10,702
+777
99
$889K 0.12%
29,391
100
$873K 0.11%
14,085
+226
2 3
4
5 6