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
$1.13B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$13.5M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$12.5M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$7.29M

Top Sells

1
+$10.9M
2
+$6.49M
3
+$5.21M
4
MSFT icon
Microsoft
MSFT
+$1.85M
5
PANW icon
Palo Alto Networks
PANW
+$1.77M

Sector Composition

1 Technology 18.88%
2 Industrials 11.95%
3 Financials 8.95%
4 Healthcare 8.67%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$967K 0.09%
33,599
-3,744
102
$940K 0.08%
3,139
-5
103
$901K 0.08%
1,988
-66
104
$891K 0.08%
3,094
-69
105
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21,626
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106
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+7,843
107
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23,532
108
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8,439
109
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22,240
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110
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10,489
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111
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3,755
112
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2,137
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113
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114
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2,990
115
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16,223
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116
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20,889
117
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118
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3,121
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119
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120
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121
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1,405
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122
$619K 0.05%
11,772
-585
123
$617K 0.05%
12,000
-57
124
$611K 0.05%
4,976
125
$596K 0.05%
2,276
-50
3 4
5
6 7