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
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$8.34M
3
+$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.21M
5
MSFT icon
Microsoft
MSFT
+$1.21M

Top Sells

1
+$10.3M
2
+$4.2M
3
+$2.03M
4
NOW icon
ServiceNow
NOW
+$1.84M
5
GS icon
Goldman Sachs
GS
+$1.76M

Sector Composition

1 Technology 23.98%
2 Industrials 13.81%
3 Financials 11.91%
4 Consumer Discretionary 8.04%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$552K 0.05%
3,939
-184
127
$550K 0.05%
4,194
128
$533K 0.05%
2,017
+370
129
$525K 0.05%
835
130
$498K 0.05%
1,384
131
$489K 0.05%
8,192
+42
132
$485K 0.05%
4,750
133
$472K 0.05%
2,089
-76
134
$467K 0.04%
2,709
135
$465K 0.04%
3,249
136
$455K 0.04%
12,648
137
$451K 0.04%
3,912
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138
$450K 0.04%
1,776
139
$449K 0.04%
1,573
140
$427K 0.04%
5,351
-1,003
141
$425K 0.04%
832
-238
142
$414K 0.04%
2,170
+295
143
$408K 0.04%
3,264
144
$400K 0.04%
1,333
145
$398K 0.04%
1,810
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146
$396K 0.04%
7,460
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147
$391K 0.04%
2,645
+1
148
$387K 0.04%
+7,720
149
$385K 0.04%
+7,331
150
$383K 0.04%
6,013
4 5
6
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