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
$935M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$3.18M
3
+$2.4M
4
TXN icon
Texas Instruments
TXN
+$2.28M
5
CSCO icon
Cisco
CSCO
+$2.24M

Top Sells

1
+$11.9M
2
+$10.8M
3
+$9.41M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.14M
5
UNP icon
Union Pacific
UNP
+$6.94M

Sector Composition

1 Technology 19.5%
2 Industrials 11.64%
3 Healthcare 9.49%
4 Financials 9.2%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.18%
37,427
-43
77
$1.67M 0.18%
9,144
+246
78
$1.65M 0.18%
40,549
-5,219
79
$1.61M 0.17%
48,006
+8,014
80
$1.51M 0.16%
21,126
-239
81
$1.49M 0.16%
5,325
-2,693
82
$1.45M 0.16%
41,208
-250
83
$1.45M 0.16%
29,275
-13,522
84
$1.44M 0.15%
28,795
85
$1.38M 0.15%
13,647
-281
86
$1.34M 0.14%
5,852
-425
87
$1.24M 0.13%
25,896
-72,437
88
$1.2M 0.13%
8,760
-25
89
$1.19M 0.13%
15,513
-38,617
90
$1.16M 0.12%
15,415
+395
91
$1.11M 0.12%
24,651
92
$1.08M 0.12%
14,274
-18,885
93
$1.07M 0.11%
5,332
-34,462
94
$1.05M 0.11%
12,653
-3,052
95
$1.01M 0.11%
4,496
+113
96
$959K 0.1%
5,377
+177
97
$939K 0.1%
6,998
+663
98
$892K 0.1%
8,399
-16,190
99
$867K 0.09%
7,071
-48
100
$846K 0.09%
2,963
-22
2 3
4
5 6