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%
+12
1027
$1K ﹤0.01%
+75
1028
$1K ﹤0.01%
+67
1029
$1K ﹤0.01%
+47
1030
$1K ﹤0.01%
+27
1031
$1K ﹤0.01%
+29
1032
$1K ﹤0.01%
7
-14
1033
$1K ﹤0.01%
+84
1034
$1K ﹤0.01%
+34
1035
$1K ﹤0.01%
+22
1036
$1K ﹤0.01%
+14
1037
$1K ﹤0.01%
+73
1038
$1K ﹤0.01%
16
+13
1039
$1K ﹤0.01%
+32
1040
$1K ﹤0.01%
+7
1041
$1K ﹤0.01%
+57
1042
$1K ﹤0.01%
+22
1043
$1K ﹤0.01%
+6
1044
$1K ﹤0.01%
+13
1045
$1K ﹤0.01%
+32
1046
$1K ﹤0.01%
+13
1047
$1K ﹤0.01%
5
-49
1048
$1K ﹤0.01%
+47
1049
$1K ﹤0.01%
+5
1050
$1K ﹤0.01%
+41
40 41
42
43 44