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
$1.13B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$13.5M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$12.5M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$7.29M

Top Sells

1
+$10.9M
2
+$6.49M
3
+$5.21M
4
MSFT icon
Microsoft
MSFT
+$1.85M
5
PANW icon
Palo Alto Networks
PANW
+$1.77M

Sector Composition

1 Technology 18.88%
2 Industrials 11.95%
3 Financials 8.95%
4 Healthcare 8.67%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$579K 0.05%
9,531
-85,786
127
$574K 0.05%
2,735
128
$547K 0.05%
5,055
-2,556
129
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2,529
130
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1,142
-15
131
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4,820
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132
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8,648
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133
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134
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135
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835
136
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970
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137
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138
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139
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141
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142
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146
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1,250
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147
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148
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925
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149
$421K 0.04%
1,726
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150
$415K 0.04%
2,878
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4 5
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