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
$812M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$9.56M
2 +$7.71M
3 +$3.14M
4
LHX icon
L3Harris
LHX
+$1.72M
5
HD icon
Home Depot
HD
+$1.62M

Top Sells

1 +$9.28M
2 +$7.8M
3 +$6.12M
4
IYR icon
iShares US Real Estate ETF
IYR
+$4.95M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.43M

Sector Composition

1 Industrials 26.6%
2 Technology 17.39%
3 Financials 12.63%
4 Healthcare 8.87%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,895
202
-2,347
203
-9,282