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
1051
$1K ﹤0.01%
21
-38
1052
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+8
1053
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+33
1054
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1055
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+61
1056
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+33
1057
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1
-2
1058
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+47
1059
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+35
1060
– –
0
1061
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+74
1062
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1063
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+17
1064
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1065
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+8
1066
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+5
1067
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+21
1068
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+11
1069
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2
1070
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+48
1071
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+47
1072
$1K ﹤0.01%
+34
1073
$1K ﹤0.01%
+22
1074
$1K ﹤0.01%
+11
1075
$1K ﹤0.01%
+56
41 42
43
44 45