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
$779M
AUM Growth
-$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.3M
3
+$7.71M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.35M
5
NI icon
NiSource
NI
+$5.3M

Top Sells

1
+$4.83M
2
+$3.48M
3
+$2.14M
4
PANW icon
Palo Alto Networks
PANW
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.1M

Sector Composition

1 Technology 18.24%
2 Industrials 11.23%
3 Healthcare 10.62%
4 Financials 10.2%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$929K 0.12%
26,474
-60,881
102
$857K 0.11%
18,082
-7,174
103
$856K 0.11%
6,335
104
$840K 0.11%
6,410
-1,222
105
$816K 0.1%
4,819
+30
106
$797K 0.1%
8,076
-126
107
$796K 0.1%
27,381
-540
108
$789K 0.1%
4,005
-769
109
$780K 0.1%
3,962
+36
110
$775K 0.1%
8,386
-1,847
111
$755K 0.1%
1,756
-73
112
$735K 0.09%
28,360
+10,558
113
$733K 0.09%
17,607
-1,072
114
$728K 0.09%
7,572
-129
115
$726K 0.09%
3,459
116
$715K 0.09%
3,918
+439
117
$701K 0.09%
3,146
-1,521
118
$680K 0.09%
20,228
119
$661K 0.08%
13,038
-356
120
$636K 0.08%
13,839
-200
121
$627K 0.08%
20,889
122
$624K 0.08%
+13,338
123
$623K 0.08%
2,771
+1,919
124
$619K 0.08%
4,378
+1,683
125
$584K 0.08%
4,137
-272
3 4
5
6 7