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
$957M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.9M
3
+$1.91M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.88M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.48M

Top Sells

1
+$16.5M
2
+$13.1M
3
+$2.06M
4
PANW icon
Palo Alto Networks
PANW
+$1.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.48M

Sector Composition

1 Technology 19.39%
2 Industrials 12.21%
3 Financials 10.11%
4 Healthcare 9.72%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.2M 9.11%
1,544,890
-1,728
2
$64.8M 6.77%
762,403
3
$37.6M 3.92%
118,978
-2,575
4
$37.5M 3.92%
257,015
-934
5
$33.4M 3.49%
194,883
+409
6
$26.9M 2.81%
62,707
+83
7
$22.1M 2.31%
173,871
-4,761
8
$18.9M 1.98%
161,600
-15,666
9
$18.2M 1.9%
32,232
-375
10
$17.3M 1.81%
398,400
+365,690
11
$17.1M 1.79%
34,007
-191
12
$16.6M 1.74%
161,668
-6,544
13
$16.5M 1.72%
34,065
-1
14
$16.2M 1.69%
31,812
+31,258
15
$16.1M 1.68%
110,988
+19
16
$15.9M 1.67%
30
17
$15.1M 1.58%
38,265
+431
18
$14.9M 1.55%
26,586
-859
19
$14.7M 1.54%
142,938
-3,235
20
$14.6M 1.53%
164,755
-2,944
21
$14.3M 1.49%
156,385
+6,454
22
$14.3M 1.49%
47,188
+433
23
$13.6M 1.42%
31,250
-281
24
$13.4M 1.4%
74,464
-3,650
25
$13.3M 1.39%
38,376
-1,869
1
2 3 4 5