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
101
$599K 0.14%
11,111
+158
102
$528K 0.13%
15,916
-98
103
$488K 0.12%
6,687
+1,346
104
$478K 0.12%
3,083
+870
105
$472K 0.11%
11,157
+609
106
$463K 0.11%
270,120
+2,160
107
$455K 0.11%
10,468
-406
108
$454K 0.11%
7,772
-412
109
$452K 0.11%
5,627
-1,491
110
$444K 0.11%
21,687
+79
111
$434K 0.1%
13,661
+166
112
$433K 0.1%
4,997
-238
113
$428K 0.1%
10,220
+360
114
$424K 0.1%
6,604
+975
115
$423K 0.1%
9,630
+386
116
$418K 0.1%
6,497
+50
117
$418K 0.1%
13,098
+2,092
118
$413K 0.1%
10,620
+1,300
119
$412K 0.1%
8,407
+4,462
120
$403K 0.1%
9,531
-80
121
$402K 0.1%
3,799
122
$401K 0.1%
5,565
+4,780
123
$400K 0.1%
12,930
-1,575
124
$394K 0.09%
6,164
+896
125
$386K 0.09%
1,233
-20
3 4
5
6 7