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
251
$133K 0.02%
1,016
+16
252
$133K 0.02%
3,401
253
$130K 0.02%
5,730
254
$130K 0.02%
2,791
-701
255
$129K 0.02%
3,991
256
$127K 0.02%
13,675
-3,500
257
$127K 0.02%
1,238
+500
258
$126K 0.02%
891
-80
259
$126K 0.02%
2,708
260
$126K 0.02%
5,143
261
$125K 0.02%
1,514
262
$124K 0.02%
1,880
263
$122K 0.02%
1,000
264
$121K 0.02%
+653
265
$120K 0.02%
255
+70
266
$119K 0.02%
1,600
267
$119K 0.02%
1,076
268
$115K 0.02%
1,707
-150
269
$115K 0.02%
1,558
270
$113K 0.02%
425
271
$112K 0.02%
5,185
-1,400
272
$112K 0.02%
1,397
+1,173
273
$111K 0.02%
6,000
-2,000
274
$111K 0.02%
1,259
-796
275
$110K 0.02%
2,550
9 10
11
12 13