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
101
$645K 0.15%
11,034
-77
102
$634K 0.14%
6,111
-1,183
103
$630K 0.14%
12,399
-4
104
$584K 0.13%
7,485
-89
105
$576K 0.13%
18,920
+18,240
106
$569K 0.13%
68,109
-10,000
107
$548K 0.12%
20,307
-1,380
108
$544K 0.12%
15,770
-146
109
$541K 0.12%
3,131
+48
110
$537K 0.12%
+4,874
111
$534K 0.12%
+8,386
112
$518K 0.12%
6,565
-506
113
$505K 0.11%
+18,569
114
$494K 0.11%
5,116
+286
115
$468K 0.11%
7,518
-254
116
$458K 0.1%
8,531
+8,377
117
$456K 0.1%
13,800
+870
118
$450K 0.1%
12,912
-749
119
$438K 0.1%
10,569
-588
120
$418K 0.09%
6,636
+32
121
$415K 0.09%
8,651
+1,319
122
$413K 0.09%
3,567
-52
123
$413K 0.09%
5,010
+13
124
$406K 0.09%
10,820
+600
125
$400K 0.09%
6,101
-396