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
$779M
AUM Growth
-$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.3M
3
+$7.71M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.35M
5
NI icon
NiSource
NI
+$5.3M

Top Sells

1
+$4.83M
2
+$3.48M
3
+$2.14M
4
PANW icon
Palo Alto Networks
PANW
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.1M

Sector Composition

1 Technology 18.24%
2 Industrials 11.23%
3 Healthcare 10.62%
4 Financials 10.2%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.9M 5.38%
762,764
2
$31.1M 3.99%
121,120
-4,222
3
$28.6M 3.67%
208,954
-8,076
4
$25.1M 3.22%
66,209
+3,008
5
$22.6M 2.9%
562,958
+183,238
6
$19.4M 2.49%
425,405
+291,800
7
$17.3M 2.23%
203,272
+90,404
8
$17.3M 2.22%
162,972
+6,312
9
$17.2M 2.21%
2,560,318
10
$16.8M 2.16%
32,709
-1,535
11
$16.5M 2.13%
303,156
+206,846
12
$15.3M 1.96%
185,244
-18,012
13
$14.9M 1.92%
31,190
-773
14
$14.3M 1.83%
29,585
-1,875
15
$13.4M 1.72%
48,882
+860
16
$12.3M 1.58%
30
17
$12.1M 1.56%
22,329
-293
18
$12M 1.54%
156,694
+3,400
19
$11.9M 1.53%
24,977
-1,077
20
$11.7M 1.5%
103,586
+4,680
21
$11.6M 1.49%
151,969
+2,557
22
$11.4M 1.46%
124,878
+4,088
23
$11.3M 1.45%
30,890
+1,558
24
$10.8M 1.38%
62,726
-59
25
$10.7M 1.38%
74,689
+32
1
2 3 4 5