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
$812M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$7.71M
3
+$3.14M
4
LHX icon
L3Harris
LHX
+$1.72M
5
HD icon
Home Depot
HD
+$1.62M

Top Sells

1
+$9.28M
2
+$7.8M
3
+$6.12M
4
IYR icon
iShares US Real Estate ETF
IYR
+$4.95M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.43M

Sector Composition

1 Industrials 26.6%
2 Technology 17.39%
3 Financials 12.63%
4 Healthcare 8.87%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.19%
19,222
+43
77
$1.5M 0.18%
6,684
+90
78
$1.41M 0.17%
27,344
+4,325
79
$1.41M 0.17%
8,812
80
$1.38M 0.17%
21,585
-767
81
$1.31M 0.16%
17,868
+897
82
$1.28M 0.16%
13,845
83
$1.25M 0.15%
24,427
+39
84
$1.17M 0.14%
5,474
-1,009
85
$1.04M 0.13%
4,719
+355
86
$1.04M 0.13%
4,037
+164
87
$1.03M 0.13%
18,404
+1,104
88
$1.03M 0.13%
44,967
-8,729
89
$1.02M 0.13%
14,039
-50
90
$1.01M 0.12%
7,168
-123
91
$996K 0.12%
4,501
-79
92
$989K 0.12%
10,768
+66
93
$975K 0.12%
18,722
-1,652
94
$955K 0.12%
24,445
-817
95
$944K 0.12%
29,391
96
$905K 0.11%
15,563
-5,372
97
$870K 0.11%
3,278
+10
98
$866K 0.11%
9,874
-1,834
99
$856K 0.11%
7,895
-590
100
$839K 0.1%
3,869
-1,134
2 3
4
5 6