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
$1.03B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.8M
3
+$17.4M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$15.3M
5
NVDA icon
NVIDIA
NVDA
+$13.3M

Top Sells

1
+$13.9M
2
+$9.49M
3
+$4.67M
4
CMCSA icon
Comcast
CMCSA
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.11M

Sector Composition

1 Industrials 20.87%
2 Technology 20.24%
3 Financials 9.56%
4 Healthcare 9.1%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$160M 15.44%
2,712,767
-450
2
$47.1M 4.56%
140,068
-2,558
3
$42.3M 4.09%
237,947
-2,620
4
$28.9M 2.8%
60,692
+56
5
$25.8M 2.49%
154,560
+17,700
6
$25.2M 2.43%
174,846
-7,628
7
$23.6M 2.28%
254,196
-11,952
8
$21.8M 2.11%
138,415
-2,517
9
$20.2M 1.95%
48,695
-11
10
$20M 1.93%
+563,251
11
$19.9M 1.92%
34,993
-1,187
12
$19.1M 1.84%
383,045
+378,940
13
$18.1M 1.75%
36,074
-206
14
$17.4M 1.68%
+355,690
15
$17.1M 1.66%
30,226
+425
16
$16.5M 1.6%
141,265
+2,737
17
$16M 1.55%
96,219
+1,050
18
$16M 1.54%
110,220
-3,660
19
$15.3M 1.48%
33,090
-58
20
$15.3M 1.48%
+305,520
21
$15.3M 1.47%
96,307
+459
22
$15.2M 1.47%
22,777
-346
23
$15M 1.45%
509,230
+451,610
24
$15M 1.45%
61,339
-394
25
$13.5M 1.31%
30
1
2 3 4 5