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
$779M
AUM Growth
-$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.3M
3
+$7.71M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.35M
5
NI icon
NiSource
NI
+$5.3M

Top Sells

1
+$4.83M
2
+$3.48M
3
+$2.14M
4
PANW icon
Palo Alto Networks
PANW
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.1M

Sector Composition

1 Technology 18.24%
2 Industrials 11.23%
3 Healthcare 10.62%
4 Financials 10.2%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.25%
19,300
+17,255
77
$1.88M 0.24%
15,187
78
$1.84M 0.24%
20,242
-1,487
79
$1.84M 0.24%
16,967
-395
80
$1.79M 0.23%
41,279
+30,601
81
$1.78M 0.23%
35,532
+3,602
82
$1.76M 0.23%
20,587
+2,089
83
$1.61M 0.21%
51,233
+2,858
84
$1.57M 0.2%
7,637
-24
85
$1.52M 0.19%
24,284
-929
86
$1.48M 0.19%
8,849
+200
87
$1.46M 0.19%
20,878
-2,737
88
$1.41M 0.18%
15,504
+4,852
89
$1.36M 0.17%
7,607
+224
90
$1.36M 0.17%
+29,960
91
$1.3M 0.17%
34,900
92
$1.28M 0.16%
9,336
+474
93
$1.26M 0.16%
30,786
+22,292
94
$1.2M 0.15%
8,843
+17
95
$1.2M 0.15%
15,003
+1,902
96
$1.19M 0.15%
27,828
+332
97
$1.19M 0.15%
4,867
+1,144
98
$1.04M 0.13%
29,932
-31,034
99
$1.04M 0.13%
27,729
-630
100
$1.01M 0.13%
9,358
-246
2 3
4
5 6