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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1K ﹤0.01%
+43
1027
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+44
1028
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+11
1029
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1030
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+13
1031
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+27
1032
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+27
1033
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+32
1034
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+13
1035
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+8
1036
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1037
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1038
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1039
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10
-1,395
1040
$1K ﹤0.01%
+6
1041
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+30
1042
$1K ﹤0.01%
+58
1043
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1044
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1045
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+15
1046
$1K ﹤0.01%
+54
1047
$1K ﹤0.01%
+7
1048
$1K ﹤0.01%
+52
1049
$1K ﹤0.01%
23
-45
1050
$1K ﹤0.01%
+40
40 41
42
43 44