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
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$8.34M
3
+$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.21M
5
MSFT icon
Microsoft
MSFT
+$1.21M

Top Sells

1
+$10.3M
2
+$4.2M
3
+$2.03M
4
NOW icon
ServiceNow
NOW
+$1.84M
5
GS icon
Goldman Sachs
GS
+$1.76M

Sector Composition

1 Technology 23.98%
2 Industrials 13.81%
3 Financials 11.91%
4 Consumer Discretionary 8.04%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.16M 0.21%
7,499
77
$2.1M 0.2%
12,803
-3
78
$2.04M 0.2%
16,928
-60
79
$2.02M 0.19%
9,521
+7,179
80
$1.9M 0.18%
6,499
81
$1.86M 0.18%
35,566
-588
82
$1.81M 0.17%
100,341
-81,728
83
$1.81M 0.17%
83,281
84
$1.81M 0.17%
38,000
-150
85
$1.8M 0.17%
12,437
-100
86
$1.63M 0.16%
8,539
+524
87
$1.61M 0.15%
10,602
+1,500
88
$1.57M 0.15%
20,711
+186
89
$1.46M 0.14%
11,321
+5,029
90
$1.29M 0.12%
18,359
+2,622
91
$1.28M 0.12%
7,213
-58,073
92
$1.23M 0.12%
12,681
+7,177
93
$1.18M 0.11%
11,628
-1,566
94
$1.17M 0.11%
4,021
-246
95
$1.17M 0.11%
24,069
+806
96
$1.13M 0.11%
3,582
+324
97
$1.11M 0.11%
25,275
+1,917
98
$1.1M 0.11%
4,966
+138
99
$1.08M 0.1%
12,180
+3,300
100
$1.05M 0.1%
5,526
-108
2 3
4
5 6