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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$409K 0.06%
3,300
152
$407K 0.06%
2,581
-194
153
$406K 0.06%
2,476
+3
154
$400K 0.06%
11,939
+17
155
$395K 0.06%
10,485
+16
156
$390K 0.05%
10,950
+17
157
$383K 0.05%
5,658
-105
158
$381K 0.05%
1,404
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159
$369K 0.05%
2,856
+5
160
$364K 0.05%
21,455
+39
161
$361K 0.05%
5,230
-1,030
162
$359K 0.05%
7,548
-12,092
163
$358K 0.05%
2,492
-14
164
$357K 0.05%
7,318
+11
165
$356K 0.05%
19,632
+33
166
$353K 0.05%
5,025
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167
$351K 0.05%
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168
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1,134
169
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4,806
-1,061
170
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9,664
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171
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10,460
172
$338K 0.05%
5,300
173
$337K 0.05%
5,043
+8
174
$335K 0.05%
4,257
-556
175
$333K 0.05%
5,163
-389
5 6
7
8 9