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
$1.04B
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.58M
3
+$2.77M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.61M
5
ADP icon
Automatic Data Processing
ADP
+$997K

Top Sells

1
+$18.3M
2
+$3.88M
3
+$1.83M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.65M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 23.53%
2 Industrials 12.74%
3 Financials 11.49%
4 Healthcare 9.31%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$519K 0.05%
835
-35
127
$500K 0.05%
1,384
-1,490
128
$492K 0.05%
4,750
-92
129
$491K 0.05%
3,249
+326
130
$470K 0.05%
1,732
+32
131
$465K 0.04%
1,776
132
$465K 0.04%
1,573
133
$461K 0.04%
2,417
-251
134
$458K 0.04%
2,709
-64
135
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2,496
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136
$452K 0.04%
12,648
137
$449K 0.04%
7,710
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138
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2,165
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139
$446K 0.04%
3,813
140
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1,647
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141
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-8
142
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143
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144
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145
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146
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147
$390K 0.04%
4,990
148
$378K 0.04%
1,333
149
$374K 0.04%
+6,013
150
$370K 0.04%
1,875
-76
4 5
6
7 8