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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$473K 0.1%
10,127
-2,724
127
$456K 0.1%
10,623
-1,475
128
$455K 0.1%
5,873
+360
129
$449K 0.1%
3,011
-367
130
$441K 0.1%
13,040
-940
131
$439K 0.1%
11,580
-178,920
132
$434K 0.09%
21,608
-736
133
$404K 0.09%
14,328
+7,158
134
$395K 0.09%
6,531
+2,206
135
$385K 0.08%
7,533
136
$380K 0.08%
13,640
+100
137
$376K 0.08%
9,801
-609
138
$369K 0.08%
3,767
+2,892
139
$361K 0.08%
25,639
-319
140
$353K 0.08%
1,152
141
$351K 0.08%
4,559
+1,769
142
$349K 0.08%
6,493
-124
143
$346K 0.08%
7,228
+2,228
144
$341K 0.07%
3,822
+1,385
145
$337K 0.07%
1,708
-28
146
$332K 0.07%
3,074
147
$330K 0.07%
6,190
-1,855
148
$326K 0.07%
2,970
-205
149
$319K 0.07%
2,183
-236
150
$315K 0.07%
2,776
4 5
6
7 8