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
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.58M
3
+$2.77M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.61M
5
ADP icon
Automatic Data Processing
ADP
+$997K

Top Sells

1
+$18.3M
2
+$3.88M
3
+$1.83M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.65M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 23.53%
2 Industrials 12.74%
3 Financials 11.49%
4 Healthcare 9.31%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$278K 0.03%
6,191
+774
177
$278K 0.03%
3,247
-1,021
178
$277K 0.03%
1,569
179
$277K 0.03%
5,900
+450
180
$273K 0.03%
1,127
181
$271K 0.03%
1,224
-774
182
$266K 0.03%
12,078
+519
183
$263K 0.03%
3,343
-3,238
184
$262K 0.03%
+1,212
185
$260K 0.02%
1,024
+45
186
$256K 0.02%
9,878
187
$253K 0.02%
+1,200
188
$252K 0.02%
2,466
189
$251K 0.02%
1,800
-200
190
$251K 0.02%
902
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191
$248K 0.02%
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192
$246K 0.02%
+6,352
193
$239K 0.02%
2,302
194
$237K 0.02%
754
195
$235K 0.02%
455
-21
196
$227K 0.02%
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197
$227K 0.02%
4,505
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198
$225K 0.02%
+3,083
199
$225K 0.02%
7,330
200
$222K 0.02%
+3,408
5 6 7
8
9