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
$1.03B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.8M
3
+$17.4M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$15.3M
5
NVDA icon
NVIDIA
NVDA
+$13.3M

Top Sells

1
+$13.9M
2
+$9.49M
3
+$4.67M
4
CMCSA icon
Comcast
CMCSA
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.11M

Sector Composition

1 Industrials 20.87%
2 Technology 20.24%
3 Financials 9.56%
4 Healthcare 9.1%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.74M 0.17%
23,799
+15,835
77
$1.69M 0.16%
22,076
+1,281
78
$1.68M 0.16%
32,725
+397
79
$1.63M 0.16%
19,152
80
$1.54M 0.15%
8,850
+609
81
$1.53M 0.15%
7,386
-413
82
$1.51M 0.15%
34,903
83
$1.5M 0.14%
4,667
+241
84
$1.46M 0.14%
8,816
+4
85
$1.4M 0.14%
27,230
+2,444
86
$1.4M 0.14%
7,632
87
$1.28M 0.12%
25,468
+338
88
$1.28M 0.12%
5,890
-64,197
89
$1.25M 0.12%
10,819
+28
90
$1.25M 0.12%
5,523
+42
91
$1.18M 0.11%
19,286
-70
92
$1.15M 0.11%
27,315
-5,693
93
$1.15M 0.11%
13,845
94
$1.04M 0.1%
7,220
+300
95
$1.04M 0.1%
4,669
96
$1.03M 0.1%
21,488
97
$1.03M 0.1%
27,390
98
$929K 0.09%
14,900
+1,598
99
$924K 0.09%
18,687
100
$919K 0.09%
6,429
+909
2 3
4
5 6