WTB
Washington Trust Bank Portfolio holdings
AUM
$1.36B
1-Year Est. Return
18.17%
This Fund
S&P 500
1 Year Est. Return
+18.17%
AUM
$1.36B
AUM Growth
+$177M
(+15%)
Holding
210
Top Buys
| 1 | +$77.1M | |
| 2 | +$24.8M | |
| 3 | +$18.6M | |
| 4 |
Microsoft
MSFT
|
+$6.3M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.87M |
Top Sells
| 1 | +$3.83M | |
| 2 | +$3.69M | |
| 3 | +$3.16M | |
| 4 |
NVIDIA
NVDA
|
+$2.19M |
| 5 |
Goldman Sachs
GS
|
+$2.1M |
Sector Composition
| 1 | Technology | 22.86% |
| 2 | Industrials | 10.67% |
| 3 | Financials | 10.02% |
| 4 | Consumer Discretionary | 6.6% |
| 5 | Healthcare | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Booking.com
BKNG
$161B
| – | – |
-37
|
|
||
202
Blackstone
BX
$116B
| – | – |
-2,155
|
|
||
203
iShares MSCI EAFE Value ETF
EFV
$29.2B
| – | – |
-7,676
|
|
||
204
Ford
F
$55.3B
| – | – |
-10,683
|
|
||
205
F5
FFIV
$15.7B
| – | – |
-13,000
|
|
||
206
Piper Sandler
PIPR
$5.76B
| – | – |
-1,333
|
|
||
207
Schwab US Dividend Equity ETF
SCHD
$78.3B
| – | – |
-14,106
|
|
||
208
AT&T
T
$184B
| – | – |
-7,093
|
|
||
209
WaFd
WAFD
$2.49B
| – | – |
-10,460
|
|
||
210
Watsco Inc
WSO
$15.7B
| – | – |
-805
|
|