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
$1.05B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.14M
3
+$1.51M
4
ONB icon
Old National Bancorp
ONB
+$1.45M
5
MBB icon
iShares MBS ETF
MBB
+$1.09M

Top Sells

1
+$89.9M
2
+$15M
3
+$11.4M
4
TMUS icon
T-Mobile US
TMUS
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$10M

Sector Composition

1 Technology 21.05%
2 Industrials 14.72%
3 Financials 11.09%
4 Healthcare 9.54%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$973K 0.09%
16,782
+7,472
102
$917K 0.09%
3,287
-927
103
$901K 0.09%
3,169
+75
104
$842K 0.08%
2,428
+291
105
$828K 0.08%
22,240
106
$818K 0.08%
16,389
-3,562
107
$806K 0.08%
29,051
-4,548
108
$776K 0.07%
8,752
+313
109
$754K 0.07%
1,405
110
$751K 0.07%
3,186
+65
111
$742K 0.07%
11,727
-273
112
$734K 0.07%
2,939
-51
113
$708K 0.07%
10,118
-371
114
$697K 0.07%
4,270
-64,150
115
$694K 0.07%
6,689
-8,945
116
$694K 0.07%
3,632
-425
117
$684K 0.07%
16,223
118
$673K 0.06%
5,080
+260
119
$670K 0.06%
14,124
-322
120
$667K 0.06%
4,938
-38
121
$651K 0.06%
5,705
-6,275
122
$621K 0.06%
2,316
+40
123
$614K 0.06%
1,173
+31
124
$607K 0.06%
6,649
+815
125
$606K 0.06%
20,889
3 4
5
6 7