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
$1.04B
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.58M
3
+$2.77M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.61M
5
ADP icon
Automatic Data Processing
ADP
+$997K

Top Sells

1
+$18.3M
2
+$3.88M
3
+$1.83M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.65M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 23.53%
2 Industrials 12.74%
3 Financials 11.49%
4 Healthcare 9.31%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$892K 0.09%
11,044
+1,554
102
$889K 0.09%
15,737
+130
103
$876K 0.08%
3,600
+497
104
$865K 0.08%
8,880
+200
105
$847K 0.08%
32,250
-35,841
106
$832K 0.08%
6,292
-2,140
107
$818K 0.08%
15,369
-524
108
$786K 0.08%
27,175
+783
109
$784K 0.08%
2,219
+224
110
$756K 0.07%
6,443
+1,008
111
$717K 0.07%
11,457
112
$698K 0.07%
14,346
113
$660K 0.06%
1,151
+50
114
$622K 0.06%
1,258
115
$620K 0.06%
4,088
-88
116
$620K 0.06%
6,741
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117
$606K 0.06%
1,037
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118
$600K 0.06%
8,150
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119
$597K 0.06%
4,194
120
$593K 0.06%
5,504
-5
121
$583K 0.06%
1,501
-225
122
$572K 0.05%
6,354
+133
123
$553K 0.05%
4,123
-28
124
$539K 0.05%
2,342
125
$522K 0.05%
1,070
+476
3 4
5
6 7