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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$327K 0.05%
1,604
-43
177
$324K 0.05%
3,054
+160
178
$323K 0.05%
8,387
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179
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10,434
+20
180
$322K 0.04%
6,330
181
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5,718
182
$308K 0.04%
2,270
183
$304K 0.04%
2,631
184
$299K 0.04%
5,316
-156
185
$295K 0.04%
5,687
-4,400
186
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3,671
187
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1,655
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188
$278K 0.04%
9,346
+21
189
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6,690
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190
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5,785
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191
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192
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193
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194
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195
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196
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197
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1,560
198
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2,611
199
$231K 0.03%
2,365
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200
$229K 0.03%
10,035
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