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
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$8.34M
3
+$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.21M
5
MSFT icon
Microsoft
MSFT
+$1.21M

Top Sells

1
+$10.3M
2
+$4.2M
3
+$2.03M
4
NOW icon
ServiceNow
NOW
+$1.84M
5
GS icon
Goldman Sachs
GS
+$1.76M

Sector Composition

1 Technology 23.98%
2 Industrials 13.81%
3 Financials 11.91%
4 Consumer Discretionary 8.04%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$300K 0.03%
+526
177
$294K 0.03%
6,000
+1,495
178
$287K 0.03%
5,803
+2
179
$283K 0.03%
2,480
180
$280K 0.03%
1,492
-201
181
$278K 0.03%
3,676
182
$275K 0.03%
1,569
183
$273K 0.03%
1,777
-81
184
$273K 0.03%
3,605
+1
185
$272K 0.03%
2,500
186
$272K 0.03%
+4,372
187
$264K 0.03%
11,449
+2,931
188
$262K 0.03%
32
189
$255K 0.02%
1,066
+42
190
$250K 0.02%
10,995
-1,083
191
$245K 0.02%
6,200
+300
192
$242K 0.02%
752
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193
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1,800
194
$238K 0.02%
3,083
195
$238K 0.02%
7,330
196
$237K 0.02%
2,466
197
$236K 0.02%
576
-309
198
$235K 0.02%
3,247
199
$234K 0.02%
248
200
$232K 0.02%
1,127
6 7
8
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