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
$779M
AUM Growth
-$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.3M
3
+$7.71M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.35M
5
NI icon
NiSource
NI
+$5.3M

Top Sells

1
+$4.83M
2
+$3.48M
3
+$2.14M
4
PANW icon
Palo Alto Networks
PANW
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.1M

Sector Composition

1 Technology 18.24%
2 Industrials 11.23%
3 Healthcare 10.62%
4 Financials 10.2%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$536K 0.07%
8,512
+2,027
127
$520K 0.07%
9,304
-394
128
$516K 0.07%
5,749
+240
129
$515K 0.07%
7,886
-635
130
$514K 0.07%
11,613
131
$507K 0.07%
1,939
132
$503K 0.06%
24,017
-5,792
133
$490K 0.06%
2,824
-110
134
$489K 0.06%
6,114
-1,058
135
$486K 0.06%
4,440
-560
136
$463K 0.06%
+5,100
137
$458K 0.06%
1,406
138
$447K 0.06%
2,246
+24
139
$441K 0.06%
5,134
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140
$427K 0.05%
1,776
141
$423K 0.05%
2,899
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142
$418K 0.05%
4,933
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143
$411K 0.05%
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-407
144
$407K 0.05%
6,389
145
$405K 0.05%
2,949
146
$402K 0.05%
3,371
147
$394K 0.05%
19,232
-3,083
148
$391K 0.05%
1,907
149
$390K 0.05%
1,527
150
$379K 0.05%
9,682
-1,761
4 5
6
7 8