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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.9M
3
+$11.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.7M

Top Sells

1
+$6.78M
2
+$1.54M
3
+$1.52M
4
CSX icon
CSX Corp
CSX
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.8M 18.68%
2,714,213
+10,650
2
$21.4M 4.67%
202,600
+164,240
3
$15M 3.27%
73,314
4
$13.4M 2.92%
599,162
+519,850
5
$13M 2.82%
160,790
+147,603
6
$12.1M 2.63%
375,048
+273,335
7
$10.4M 2.27%
244,293
-11,730
8
$8.7M 1.9%
405,401
+311,517
9
$6.92M 1.51%
90,028
+1,971
10
$6.7M 1.46%
+172,280
11
$6.13M 1.33%
58,539
-1,620
12
$6M 1.31%
40,209
+30,046
13
$5.81M 1.27%
220,944
-12,108
14
$5.56M 1.21%
100,199
-3,715
15
$5.32M 1.16%
77,412
+44,327
16
$5.26M 1.15%
67,536
-1,449
17
$5M 1.09%
40,182
+37,582
18
$4.94M 1.08%
123,364
19
$4.86M 1.06%
89,783
-1,901
20
$4.75M 1.03%
24
-1
21
$4.4M 0.96%
+86,866
22
$4.38M 0.95%
121,845
+83,153
23
$4.32M 0.94%
65,473
-1,282
24
$4.26M 0.93%
53,683
+5,182
25
$3.92M 0.85%
72,090
-285
1
2 3 4 5