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
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.58M
3
+$2.77M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.61M
5
ADP icon
Automatic Data Processing
ADP
+$997K

Top Sells

1
+$18.3M
2
+$3.88M
3
+$1.83M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.65M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 23.53%
2 Industrials 12.74%
3 Financials 11.49%
4 Healthcare 9.31%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$220K 0.02%
+248
202
$220K 0.02%
+5,271
203
$215K 0.02%
1,040
-372
204
$214K 0.02%
+12,802
205
$213K 0.02%
5,553
-168
206
$211K 0.02%
1,045
207
$211K 0.02%
2,046
-364
208
$210K 0.02%
+1,730
209
$208K 0.02%
8,518
-276
210
$207K 0.02%
+736
211
$204K 0.02%
+1,502
212
$204K 0.02%
1,309
-201
213
$204K 0.02%
543
214
$203K 0.02%
+1,388
215
$203K 0.02%
+2,750
216
$203K 0.02%
5,179
-186
217
$202K 0.02%
+450
218
$39.5K ﹤0.01%
26,533
219
– –
-2,811
220
– –
-6,971
221
– –
-8,041
222
– –
-1,981
223
– –
-5,437
224
– –
-1,397
5 6 7 8
9