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
$1.05B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.14M
3
+$1.51M
4
ONB icon
Old National Bancorp
ONB
+$1.45M
5
MBB icon
iShares MBS ETF
MBB
+$1.09M

Top Sells

1
+$89.9M
2
+$15M
3
+$11.4M
4
TMUS icon
T-Mobile US
TMUS
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$10M

Sector Composition

1 Technology 21.05%
2 Industrials 14.72%
3 Financials 11.09%
4 Healthcare 9.54%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$599K 0.06%
9,948
-1,824
127
$567K 0.05%
872
+37
128
$559K 0.05%
15,085
-8,447
129
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130
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2,758
-4,427
131
$545K 0.05%
+6,766
132
$542K 0.05%
4,194
-39
133
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6,000
+31
134
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4,240
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135
$518K 0.05%
1,726
136
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6,042
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137
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138
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12,648
139
$479K 0.05%
3,090
+1,164
140
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141
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142
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143
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144
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8,610
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145
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2,396
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146
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2,208
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147
$434K 0.04%
2,773
148
$429K 0.04%
2,575
-303
149
$429K 0.04%
1,062
+35
150
$425K 0.04%
2,923
4 5
6
7 8