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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$385K 0.09%
4,830
+105
127
$378K 0.09%
3,619
-2,185
128
$378K 0.09%
5,052
+3,554
129
$371K 0.09%
8,761
+889
130
$365K 0.09%
4,566
+427
131
$363K 0.09%
4,089
+89
132
$361K 0.09%
3,123
+29
133
$358K 0.09%
3,076
+36
134
$357K 0.09%
2,243
+32
135
$354K 0.09%
6,299
136
$352K 0.08%
5,009
+129
137
$345K 0.08%
4,877
+391
138
$329K 0.08%
3,390
+90
139
$315K 0.08%
2,790
-30
140
$312K 0.08%
4,512
+897
141
$309K 0.07%
3,499
+51
142
$303K 0.07%
3,832
-2,270
143
$295K 0.07%
1,769
+13
144
$293K 0.07%
3,955
+362
145
$290K 0.07%
7,710
-2,197
146
$290K 0.07%
2,536
+27
147
$290K 0.07%
7,332
+367
148
$287K 0.07%
1,248
+326
149
$283K 0.07%
1,310
-179
150
$281K 0.07%
5,126
+82
4 5
6
7 8