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
$1.05B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.14M
3
+$1.51M
4
ONB icon
Old National Bancorp
ONB
+$1.45M
5
MBB icon
iShares MBS ETF
MBB
+$1.09M

Top Sells

1
+$89.9M
2
+$15M
3
+$11.4M
4
TMUS icon
T-Mobile US
TMUS
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$10M

Sector Composition

1 Technology 21.05%
2 Industrials 14.72%
3 Financials 11.09%
4 Healthcare 9.54%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$424K 0.04%
4,842
-870
152
$421K 0.04%
3,813
-1,242
153
$407K 0.04%
5,016
-1,224
154
$404K 0.04%
1,968
-767
155
$403K 0.04%
2,713
-668
156
$402K 0.04%
916
-15
157
$395K 0.04%
6,085
158
$394K 0.04%
5,070
+225
159
$387K 0.04%
3,270
160
$385K 0.04%
4,372
-275
161
$385K 0.04%
1,573
162
$372K 0.04%
1,505
-167
163
$368K 0.04%
2,480
164
$365K 0.03%
2,900
165
$358K 0.03%
11,097
+2,547
166
$356K 0.03%
1,057
-1,248
167
$346K 0.03%
2,471
-656
168
$341K 0.03%
2,671
+6
169
$341K 0.03%
4,445
170
$341K 0.03%
1,670
171
$338K 0.03%
1,397
172
$338K 0.03%
5,281
-4,250
173
$329K 0.03%
7,439
-5,974
174
$323K 0.03%
3,433
+136
175
$321K 0.03%
18,652
-2,338
5 6
7
8 9