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
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$8.34M
3
+$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.21M
5
MSFT icon
Microsoft
MSFT
+$1.21M

Top Sells

1
+$10.3M
2
+$4.2M
3
+$2.03M
4
NOW icon
ServiceNow
NOW
+$1.84M
5
GS icon
Goldman Sachs
GS
+$1.76M

Sector Composition

1 Technology 23.98%
2 Industrials 13.81%
3 Financials 11.91%
4 Consumer Discretionary 8.04%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.1%
4,460
+112
102
$987K 0.09%
10,923
-121
103
$938K 0.09%
22,188
104
$937K 0.09%
1,881
+1,426
105
$933K 0.09%
7,227
-69
106
$911K 0.09%
9,545
+32
107
$882K 0.08%
3,474
-126
108
$878K 0.08%
1,689
-1,075
109
$870K 0.08%
14,700
-669
110
$852K 0.08%
2,349
111
$806K 0.08%
11,457
112
$792K 0.08%
1,630
+593
113
$781K 0.08%
2,219
114
$780K 0.07%
2,992
115
$753K 0.07%
1,321
+63
116
$750K 0.07%
1,279
+128
117
$737K 0.07%
2,482
+750
118
$719K 0.07%
5,670
-773
119
$702K 0.07%
14,699
+353
120
$683K 0.07%
+14,144
121
$678K 0.07%
25,553
-1,622
122
$637K 0.06%
3,993
-95
123
$610K 0.06%
23,863
-8,387
124
$603K 0.06%
6,636
-105
125
$586K 0.06%
1,587
+86
3 4
5
6 7