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
$1.05B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.14M
3
+$1.51M
4
ONB icon
Old National Bancorp
ONB
+$1.45M
5
MBB icon
iShares MBS ETF
MBB
+$1.09M

Top Sells

1
+$89.9M
2
+$15M
3
+$11.4M
4
TMUS icon
T-Mobile US
TMUS
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$10M

Sector Composition

1 Technology 21.05%
2 Industrials 14.72%
3 Financials 11.09%
4 Healthcare 9.54%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.19%
12,854
+25
77
$2.03M 0.19%
7,506
78
$1.87M 0.18%
16,428
-9,118
79
$1.85M 0.18%
10,559
-589
80
$1.85M 0.18%
22,771
81
$1.81M 0.17%
44,021
-72,056
82
$1.66M 0.16%
18,110
-3,255
83
$1.64M 0.16%
37,683
+358
84
$1.61M 0.15%
20,166
-812
85
$1.51M 0.14%
+52,131
86
$1.48M 0.14%
11,813
-26,791
87
$1.45M 0.14%
+83,281
88
$1.31M 0.12%
8,604
+1,442
89
$1.3M 0.12%
27,132
+325
90
$1.26M 0.12%
38,300
91
$1.25M 0.12%
4,429
-335
92
$1.15M 0.11%
13,317
-2,749
93
$1.14M 0.11%
11,961
-18,675
94
$1.12M 0.11%
14,647
-7,158
95
$1.12M 0.11%
6,395
96
$1.09M 0.1%
+11,780
97
$1.05M 0.1%
4,280
+66
98
$1.04M 0.1%
2,914
-225
99
$1.02M 0.1%
24,380
+2,754
100
$1.02M 0.1%
4,828
+1,073
2 3
4
5 6