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
$1.04B
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$8.34M
3
+$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.21M
5
MSFT icon
Microsoft
MSFT
+$1.21M

Top Sells

1
+$10.3M
2
+$4.2M
3
+$2.03M
4
NOW icon
ServiceNow
NOW
+$1.84M
5
GS icon
Goldman Sachs
GS
+$1.76M

Sector Composition

1 Technology 23.98%
2 Industrials 13.81%
3 Financials 11.91%
4 Consumer Discretionary 8.04%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$383K 0.04%
954
-93
152
$382K 0.04%
2,900
153
$374K 0.04%
11,208
-20
154
$373K 0.04%
808
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155
$372K 0.04%
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156
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159
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160
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161
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2,551
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162
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163
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164
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165
$337K 0.03%
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166
$337K 0.03%
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167
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168
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169
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170
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171
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172
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173
$314K 0.03%
1,670
174
$312K 0.03%
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175
$310K 0.03%
3,353
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5 6
7
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