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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$226K 0.03%
5,000
202
$225K 0.03%
1,843
203
$220K 0.03%
4,777
204
$220K 0.03%
1,670
205
$217K 0.03%
7,890
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206
$215K 0.03%
3,109
207
$213K 0.03%
+9,878
208
$212K 0.03%
3,992
209
$211K 0.03%
1,393
210
$211K 0.03%
2,744
211
$210K 0.03%
2,659
+30
212
$207K 0.03%
5,500
-553
213
$207K 0.03%
4,506
214
$202K 0.03%
1,456
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215
$202K 0.03%
1,835
216
$201K 0.03%
3,824
-2,000
217
$200K 0.03%
3,507
+500
218
$198K 0.03%
3,000
219
$197K 0.03%
6,928
220
$196K 0.03%
1,893
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221
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17,175
-4,146
222
$190K 0.03%
2,573
223
$190K 0.03%
1,354
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224
$189K 0.03%
2,711
225
$184K 0.03%
1,791
7 8
9
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