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
1076
$1K ﹤0.01%
+10
1077
$1K ﹤0.01%
11
-20
1078
$1K ﹤0.01%
+27
1079
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+14
1080
$1K ﹤0.01%
+73
1081
$1K ﹤0.01%
16
+13
1082
$1K ﹤0.01%
+32
1083
$1K ﹤0.01%
+7
1084
$1K ﹤0.01%
+57
1085
$1K ﹤0.01%
+22
1086
$1K ﹤0.01%
+6
1087
$1K ﹤0.01%
+13
1088
– –
-10
1089
– –
-25
1090
– –
-172
1091
– –
-602
1092
$0 ﹤0.01%
+12
1093
– –
-23
1094
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-1,181
1095
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-70
1096
– –
-1,062
1097
$0 ﹤0.01%
+17
1098
$0 ﹤0.01%
1
1099
$0 ﹤0.01%
+10
1100
– –
-57
42 43
44
45 46