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
$935M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$3.18M
3
+$2.4M
4
TXN icon
Texas Instruments
TXN
+$2.28M
5
CSCO icon
Cisco
CSCO
+$2.24M

Top Sells

1
+$11.9M
2
+$10.8M
3
+$9.41M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.14M
5
UNP icon
Union Pacific
UNP
+$6.94M

Sector Composition

1 Technology 19.5%
2 Industrials 11.64%
3 Healthcare 9.49%
4 Financials 9.2%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$840K 0.09%
3,475
-1,292
102
$816K 0.09%
1,726
+57
103
$809K 0.09%
8,890
-55,345
104
$798K 0.09%
5,689
-585
105
$771K 0.08%
19,093
-227
106
$742K 0.08%
8,443
+2,465
107
$705K 0.08%
7,195
-390
108
$669K 0.07%
22,332
-901
109
$664K 0.07%
2,662
-484
110
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5,173
+1,107
111
$657K 0.07%
2,952
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112
$649K 0.07%
13,839
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113
$629K 0.07%
20,889
114
$621K 0.07%
12,627
+3,942
115
$607K 0.07%
6,281
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116
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117
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5,812
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118
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2,897
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119
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21,148
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120
$548K 0.06%
950
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121
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2,736
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122
$529K 0.06%
4,307
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123
$522K 0.06%
5,021
-250
124
$509K 0.05%
8,204
+273
125
$508K 0.05%
1,767
-12
3 4
5
6 7