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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$245K 0.05%
4,775
177
$244K 0.05%
4,550
-35
178
$238K 0.05%
5,304
-438
179
$236K 0.05%
5,485
-408
180
$232K 0.05%
24,330
181
$225K 0.05%
15,080
+5,186
182
$225K 0.05%
660
-19
183
$222K 0.05%
135
-15
184
$221K 0.05%
3,653
-51
185
$221K 0.05%
267,960
186
$221K 0.05%
5,700
+200
187
$219K 0.05%
2,515
+15
188
$218K 0.05%
1,535
-85
189
$218K 0.05%
3,978
190
$215K 0.05%
5,211
+1,649
191
$213K 0.05%
3,534
-110
192
$208K 0.05%
2,909
+777
193
$206K 0.04%
13,400
194
$205K 0.04%
1,087
+1,050
195
$204K 0.04%
+5,644
196
$200K 0.04%
6,007
-562
197
$198K 0.04%
6,084
198
$197K 0.04%
12,084
-1,743
199
$194K 0.04%
2,916
-747
200
$193K 0.04%
2,893
-2,731
6 7
8
9 10