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
$767M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.95M
3
+$3.41M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.43M
5
V icon
Visa
V
+$1.31M

Top Sells

1
+$2.3M
2
+$1.29M
3
+$1.28M
4
ROK icon
Rockwell Automation
ROK
+$1.21M
5
USB icon
US Bancorp
USB
+$1.17M

Sector Composition

1 Industrials 25.61%
2 Technology 18.02%
3 Financials 11.79%
4 Healthcare 8.77%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$518K 0.07%
9,538
127
$518K 0.07%
2,935
+15
128
$501K 0.07%
7,995
+681
129
$500K 0.07%
3,704
+43
130
$478K 0.06%
4,385
-347
131
$466K 0.06%
7,298
-322
132
$446K 0.06%
5,168
+814
133
$424K 0.06%
1,757
+559
134
$405K 0.05%
1,706
-50
135
$404K 0.05%
5,363
-397
136
$386K 0.05%
2,727
+43
137
$381K 0.05%
2,980
138
$348K 0.05%
3,992
139
$341K 0.04%
5,548
140
$339K 0.04%
1,000
141
$289K 0.04%
3,481
+500
142
$286K 0.04%
2,038
-388
143
$285K 0.04%
2,625
144
$283K 0.04%
2,360
-318
145
$282K 0.04%
+2,911
146
$279K 0.04%
9,282
-3,413
147
$278K 0.04%
125
+1
148
$272K 0.04%
1,829
+3
149
$270K 0.04%
3,946
150
$269K 0.04%
10,460
4 5
6
7 8