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
$1.13B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$13.5M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$12.5M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$7.29M

Top Sells

1
+$10.9M
2
+$6.49M
3
+$5.21M
4
MSFT icon
Microsoft
MSFT
+$1.85M
5
PANW icon
Palo Alto Networks
PANW
+$1.77M

Sector Composition

1 Technology 18.88%
2 Industrials 11.95%
3 Financials 8.95%
4 Healthcare 8.67%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.01M 0.18%
21,365
+8
77
$2M 0.18%
36,095
+2,290
78
$2M 0.18%
182,069
-978
79
$1.99M 0.18%
12,829
+4,067
80
$1.89M 0.17%
11,148
81
$1.89M 0.17%
7,506
82
$1.81M 0.16%
53,776
+282
83
$1.74M 0.15%
5,879
-88
84
$1.68M 0.15%
21,805
+10,061
85
$1.58M 0.14%
20,978
+2
86
$1.51M 0.13%
15,634
+11,462
87
$1.51M 0.13%
22,771
-2,579
88
$1.51M 0.13%
37,325
-1,329
89
$1.43M 0.13%
7,185
-2,500
90
$1.42M 0.13%
16,066
-1,814
91
$1.41M 0.13%
4,764
92
$1.27M 0.11%
26,807
-4,867
93
$1.25M 0.11%
11,980
+8,791
94
$1.17M 0.1%
38,300
95
$1.1M 0.1%
4,214
-5
96
$1.07M 0.09%
13,415
97
$1.05M 0.09%
6,395
+37
98
$1.04M 0.09%
4,214
-33
99
$1.01M 0.09%
7,162
-197
100
$1.01M 0.09%
19,951
-6,710
2 3
4
5 6