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
$779M
AUM Growth
-$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.3M
3
+$7.71M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.35M
5
NI icon
NiSource
NI
+$5.3M

Top Sells

1
+$4.83M
2
+$3.48M
3
+$2.14M
4
PANW icon
Palo Alto Networks
PANW
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.1M

Sector Composition

1 Technology 18.24%
2 Industrials 11.23%
3 Healthcare 10.62%
4 Financials 10.2%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$303K 0.04%
11,321
177
$299K 0.04%
1,943
-267
178
$298K 0.04%
2,625
179
$297K 0.04%
+1,763
180
$283K 0.04%
7,423
181
$271K 0.03%
4,775
182
$270K 0.03%
10,471
-169
183
$268K 0.03%
1,670
184
$267K 0.03%
4,478
-613
185
$260K 0.03%
1,875
186
$254K 0.03%
2,635
187
$253K 0.03%
2,900
188
$251K 0.03%
1,754
189
$244K 0.03%
1,022
-13
190
$242K 0.03%
6,400
+1,092
191
$242K 0.03%
+1,382
192
$241K 0.03%
5,766
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193
$239K 0.03%
3,726
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194
$234K 0.03%
1,089
-25
195
$227K 0.03%
6,390
196
$221K 0.03%
2,578
197
$214K 0.03%
+4,466
198
$209K 0.03%
2,287
-93
199
$206K 0.03%
9,878
200
$204K 0.03%
4,884
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