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
$673M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.21M
3
+$569K
4
SEND
SendGrid, Inc.
SEND
+$537K
5
HFWA icon
Heritage Financial
HFWA
+$485K

Top Sells

1
+$48.3M
2
+$8.96M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.79M
5
COST icon
Costco
COST
+$1.14M

Sector Composition

1 Industrials 25.82%
2 Technology 13.06%
3 Healthcare 12.67%
4 Financials 12.28%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$175K 0.03%
4,094
227
$173K 0.03%
1,700
228
$173K 0.03%
8,929
229
$170K 0.03%
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-405
230
$167K 0.02%
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-293
231
$166K 0.02%
2,131
-81
232
$166K 0.02%
2,480
233
$165K 0.02%
1,729
-3,554
234
$164K 0.02%
446
235
$157K 0.02%
6,114
236
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2,300
-300
237
$154K 0.02%
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238
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3,393
-1,113
239
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440
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$151K 0.02%
2,782
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241
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242
$148K 0.02%
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243
$144K 0.02%
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244
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245
$143K 0.02%
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246
$143K 0.02%
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247
$139K 0.02%
1,543
248
$136K 0.02%
55
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249
$135K 0.02%
2,995
250
$135K 0.02%
794
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10
11 12