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
$1.04B
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.58M
3
+$2.77M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.61M
5
ADP icon
Automatic Data Processing
ADP
+$997K

Top Sells

1
+$18.3M
2
+$3.88M
3
+$1.83M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.65M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 23.53%
2 Industrials 12.74%
3 Financials 11.49%
4 Healthcare 9.31%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.2M 7.2%
762,253
+124
2
$47.1M 4.51%
109,418
-3,109
3
$43.3M 4.15%
250,187
-2,203
4
$42.7M 4.09%
183,241
-3,418
5
$36.7M 3.51%
63,549
+271
6
$29.6M 2.83%
243,666
-31,975
7
$24.4M 2.33%
130,698
-7,435
8
$24.2M 2.31%
141,374
-1,832
9
$22.8M 2.18%
25,448
-21
10
$22.5M 2.16%
137,381
+5,580
11
$22.3M 2.14%
25,179
-2,061
12
$22.1M 2.12%
104,859
-2,909
13
$21.2M 2.03%
122,721
+117,881
14
$20.4M 1.95%
217,727
+3,512
15
$19.4M 1.86%
39,331
-767
16
$18.9M 1.81%
32,331
-1,058
17
$18.7M 1.79%
46,116
-1,026
18
$18.4M 1.76%
35,516
+473
19
$17.3M 1.66%
177,775
+2,395
20
$17.3M 1.66%
147,083
-10,974
21
$16.7M 1.6%
33,747
-1,150
22
$16.4M 1.57%
88,549
-2,788
23
$15.3M 1.46%
29,347
-806
24
$15.1M 1.45%
133,118
-1,322
25
$14.5M 1.39%
31,271
-1,752
1
2 3 4 5