WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+12.59%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$767M
AUM Growth
+$90.6M
(+13%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
43.52%
Holding
194
New
24
Increased
62
Reduced
60
Closed
10
Top Buys
| 1 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$6.12M |
| 2 |
iShares US Real Estate ETF
IYR
|
$4.95M |
| 3 |
Morgan Stanley
MS
|
$3.41M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$2.43M |
| 5 |
Visa
V
|
$1.31M |
Top Sells
| 1 |
ETFC
E*Trade Financial Corporation
ETFC
|
$2.3M |
| 2 |
Advanced Micro Devices
AMD
|
$1.29M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.28M |
| 4 |
Rockwell Automation
ROK
|
$1.21M |
| 5 |
US Bancorp
USB
|
$1.17M |
Sector Composition
| 1 | Industrials | 26.02% |
| 2 | Technology | 18.02% |
| 3 | Financials | 11.79% |
| 4 | Healthcare | 8.77% |
| 5 | Consumer Discretionary | 8.11% |
