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
$474M
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$14.5M
3
+$8.44M
4
MU icon
Micron Technology
MU
+$8.37M
5
BAC icon
Bank of America
BAC
+$8.32M

Top Sells

1
+$10.4K
2
+$4.2K
3
+$2.78K
4
IDCC icon
InterDigital
IDCC
+$855
5
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$520

Sector Composition

1 Financials 16.87%
2 Industrials 15.8%
3 Technology 13.32%
4 Healthcare 10.37%
5 Energy 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.9M 7.16%
+753,713
2
$14.6M 3.08%
77,607
+77,107
3
$8.44M 1.78%
+268,429
4
$8.37M 1.77%
+353,581
5
$8.32M 1.76%
+483,927
6
$8.24M 1.74%
+102,217
7
$8.2M 1.73%
+191,204
8
$7.95M 1.68%
+66,859
9
$7.63M 1.61%
+397,824
10
$7.42M 1.57%
+122,264
11
$7.34M 1.55%
+179,181
12
$6.61M 1.4%
+67,637
13
$6.28M 1.33%
+122,239
14
$6.05M 1.28%
+73,871
15
$6.03M 1.27%
+32,779
16
$6.03M 1.27%
+462,144
17
$5.93M 1.25%
+71,370
18
$5.88M 1.24%
+73,467
19
$5.87M 1.24%
+143,356
20
$5.56M 1.17%
+56,570
21
$5.56M 1.17%
+151,430
22
$5.53M 1.17%
+70,121
23
$5.51M 1.16%
+67,176
24
$5.32M 1.12%
+102,682
25
$5.17M 1.09%
+59,416
1
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