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
$767M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.95M
3
+$3.41M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.43M
5
V icon
Visa
V
+$1.31M

Top Sells

1
+$2.3M
2
+$1.29M
3
+$1.28M
4
ROK icon
Rockwell Automation
ROK
+$1.21M
5
USB icon
US Bancorp
USB
+$1.17M

Sector Composition

1 Industrials 25.61%
2 Technology 18.02%
3 Financials 11.79%
4 Healthcare 8.77%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$269K 0.04%
+3,079
152
$262K 0.03%
1,670
153
$261K 0.03%
+6,537
154
$258K 0.03%
4,776
155
$255K 0.03%
720
-71
156
$253K 0.03%
+8,410
157
$250K 0.03%
1,438
158
$242K 0.03%
+2,004
159
$238K 0.03%
+8,060
160
$237K 0.03%
2,304
-162
161
$235K 0.03%
1,700
162
$235K 0.03%
+4,208
163
$232K 0.03%
+4,612
164
$228K 0.03%
4,895
-986
165
$227K 0.03%
3,879
+209
166
$227K 0.03%
1,151
167
$224K 0.03%
55
168
$222K 0.03%
+2,764
169
$221K 0.03%
4,117
170
$216K 0.03%
+830
171
$213K 0.03%
+1,006
172
$211K 0.03%
7,475
-1,653
173
$210K 0.03%
+2,700
174
$208K 0.03%
+1,071
175
$207K 0.03%
+2,261
4 5 6
7
8