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
$767M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.95M
3
+$3.41M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.43M
5
V icon
Visa
V
+$1.31M

Top Sells

1
+$2.3M
2
+$1.29M
3
+$1.28M
4
ROK icon
Rockwell Automation
ROK
+$1.21M
5
USB icon
US Bancorp
USB
+$1.17M

Sector Composition

1 Industrials 25.61%
2 Technology 18.02%
3 Financials 11.79%
4 Healthcare 8.77%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$868K 0.11%
14,089
-225
102
$856K 0.11%
4,364
103
$844K 0.11%
7,009
+314
104
$820K 0.11%
3,268
-4,813
105
$813K 0.11%
17,205
+3,815
106
$813K 0.11%
9,280
107
$798K 0.1%
61,120
-2,960
108
$789K 0.1%
9,529
-1,661
109
$780K 0.1%
8,485
+460
110
$762K 0.1%
25,262
-2,446
111
$743K 0.1%
3,233
-135
112
$722K 0.09%
4,739
+60
113
$718K 0.09%
10,516
+1,338
114
$713K 0.09%
17,300
-1,250
115
$640K 0.08%
3,634
+66
116
$613K 0.08%
14,962
-327
117
$605K 0.08%
11,562
+130
118
$593K 0.08%
12,336
+1,947
119
$569K 0.07%
7,872
+800
120
$562K 0.07%
20,357
121
$560K 0.07%
12,790
-670
122
$554K 0.07%
2,260
-15
123
$540K 0.07%
9,853
+991
124
$539K 0.07%
1,443
+128
125
$522K 0.07%
+2,347
3 4
5
6 7