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
$1.04B
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.58M
3
+$2.77M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.61M
5
ADP icon
Automatic Data Processing
ADP
+$997K

Top Sells

1
+$18.3M
2
+$3.88M
3
+$1.83M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.65M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 23.53%
2 Industrials 12.74%
3 Financials 11.49%
4 Healthcare 9.31%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.93M 0.19%
16,957
+694
77
$1.85M 0.18%
12,537
-226
78
$1.85M 0.18%
36,154
-40
79
$1.8M 0.17%
6,499
+3,602
80
$1.79M 0.17%
38,977
+4,234
81
$1.78M 0.17%
9,353
+3,710
82
$1.72M 0.16%
38,150
+150
83
$1.72M 0.16%
20,525
+388
84
$1.55M 0.15%
83,281
85
$1.55M 0.15%
9,102
-171
86
$1.54M 0.15%
2,764
-32,864
87
$1.34M 0.13%
8,015
-354
88
$1.3M 0.12%
4,267
+92
89
$1.26M 0.12%
13,194
+7,152
90
$1.15M 0.11%
23,263
-959
91
$1.12M 0.11%
23,358
+60
92
$1.07M 0.1%
4,348
+118
93
$1.07M 0.1%
4,828
94
$1.03M 0.1%
5,634
95
$997K 0.1%
7,296
+38
96
$964K 0.09%
2,992
-177
97
$951K 0.09%
22,188
-52
98
$930K 0.09%
9,513
+925
99
$919K 0.09%
2,349
+27
100
$896K 0.09%
3,258
+37
2 3
4
5 6