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
$1.05B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.14M
3
+$1.51M
4
ONB icon
Old National Bancorp
ONB
+$1.45M
5
MBB icon
iShares MBS ETF
MBB
+$1.09M

Top Sells

1
+$89.9M
2
+$15M
3
+$11.4M
4
TMUS icon
T-Mobile US
TMUS
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$10M

Sector Composition

1 Technology 21.05%
2 Industrials 14.72%
3 Financials 11.09%
4 Healthcare 9.54%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$237K 0.02%
13,494
-10,450
202
$235K 0.02%
3,150
-690
203
$235K 0.02%
8,041
204
$234K 0.02%
9,878
205
$232K 0.02%
+483
206
$225K 0.02%
+1,981
207
$224K 0.02%
2,410
-675
208
$222K 0.02%
+966
209
$221K 0.02%
380
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210
$221K 0.02%
+519
211
$220K 0.02%
+879
212
$217K 0.02%
+754
213
$217K 0.02%
3,988
-1,243
214
$212K 0.02%
4,300
215
$208K 0.02%
2,466
-75
216
$208K 0.02%
833
-58
217
$208K 0.02%
1,275
-1,216
218
$207K 0.02%
2,302
-11,113
219
$205K 0.02%
248
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220
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+985
221
$202K 0.02%
+1,041
222
$98.8K 0.01%
+10,393
223
$31.8K ﹤0.01%
26,533
224
– –
-1,546
225
– –
-1,090
6 7 8
9
10