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
$1.13B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Sells

1 +$10.9M
2 +$6.49M
3 +$5.21M
4
MSFT icon
Microsoft
MSFT
+$1.85M
5
PANW icon
Palo Alto Networks
PANW
+$1.77M

Sector Composition

1 Technology 18.88%
2 Industrials 11.95%
3 Financials 8.95%
4 Healthcare 8.67%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$331K 0.03%
2,900
177
$330K 0.03%
8,743
-251
178
$324K 0.03%
20,990
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179
$322K 0.03%
2,665
180
$320K 0.03%
8,911
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181
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182
$317K 0.03%
1,670
183
$304K 0.03%
4,445
184
$303K 0.03%
3,085
185
$293K 0.03%
2,244
186
$293K 0.03%
2,480
187
$283K 0.03%
692
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188
$280K 0.02%
40
189
$277K 0.02%
3,419
190
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191
$273K 0.02%
3,371
192
$273K 0.02%
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193
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194
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195
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196
$251K 0.02%
5,721
197
$251K 0.02%
3,840
198
$248K 0.02%
1,127
199
$247K 0.02%
+1,000
200
$246K 0.02%
3,892
+175