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
$444M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,177
New
Increased
Reduced
Closed

Top Sells

1 +$1.68M
2 +$1.22M
3 +$1.04M
4
CBRE icon
CBRE Group
CBRE
+$851K
5
XOM icon
Exxon Mobil
XOM
+$437K

Sector Composition

1 Industrials 33.73%
2 Financials 12.06%
3 Technology 8.16%
4 Healthcare 7.65%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
-30
1052
$0 ﹤0.01%
+14
1053
-67
1054
-27
1055
-22
1056
-11
1057
-39
1058
-66
1059
-44
1060
$0 ﹤0.01%
+8
1061
-42
1062
-23
1063
-250
1064
-20
1065
-54
1066
$0 ﹤0.01%
16
1067
-6
1068
-14
1069
-62
1070
-7,212
1071
-12
1072
$0 ﹤0.01%
13
-29
1073
-83
1074
-19
1075
$0 ﹤0.01%
6