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
$935M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$3.18M
3
+$2.4M
4
TXN icon
Texas Instruments
TXN
+$2.28M
5
CSCO icon
Cisco
CSCO
+$2.24M

Top Sells

1
+$11.9M
2
+$10.8M
3
+$9.41M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.14M
5
UNP icon
Union Pacific
UNP
+$6.94M

Sector Composition

1 Technology 19.5%
2 Industrials 11.64%
3 Healthcare 9.49%
4 Financials 9.2%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$404K 0.04%
1,978
+102
152
$399K 0.04%
2,406
-2,122
153
$394K 0.04%
3,437
+172
154
$393K 0.04%
8,360
155
$392K 0.04%
5,079
-87
156
$384K 0.04%
19,933
+110
157
$380K 0.04%
5,940
-752
158
$370K 0.04%
4,445
159
$364K 0.04%
7,501
-25,635
160
$359K 0.04%
1,049
+324
161
$354K 0.04%
4,387
-1,710
162
$350K 0.04%
1,650
163
$341K 0.04%
12,648
+2,140
164
$336K 0.04%
3,270
-529
165
$333K 0.04%
+2,468
166
$332K 0.04%
861
167
$328K 0.04%
5,712
168
$326K 0.03%
1,961
-958
169
$326K 0.03%
8,711
-4,419
170
$323K 0.03%
+725
171
$322K 0.03%
1,926
+187
172
$318K 0.03%
+2,423
173
$311K 0.03%
3,061
174
$310K 0.03%
3,371
175
$309K 0.03%
1,875
5 6
7
8 9