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
$319M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$518K
3
+$401K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$390K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$235K

Top Sells

1
+$12M
2
+$8.5M
3
+$7.67M
4
MJN
Mead Johnson Nutrition Company
MJN
+$4.57M
5
ABBV icon
AbbVie
ABBV
+$4.51M

Sector Composition

1 Industrials 16.39%
2 Financials 14.87%
3 Healthcare 12.21%
4 Technology 9.81%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$143K 0.04%
21,800
277
$142K 0.04%
2,660
278
$140K 0.04%
3,992
279
$138K 0.04%
122
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280
$136K 0.04%
3,120
281
$134K 0.04%
2,992
282
$134K 0.04%
2,446
283
$134K 0.04%
6,000
284
$132K 0.04%
2,800
-150
285
$132K 0.04%
1,171
286
$132K 0.04%
2,626
-133
287
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1,920
-4,400
288
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-2,800
289
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2,000
290
$129K 0.04%
4,049
291
$128K 0.04%
2,397
-687
292
$127K 0.04%
5,132
293
$126K 0.04%
2,013
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294
$125K 0.04%
4,780
295
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3,675
-375
296
$125K 0.04%
2,205
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297
$124K 0.04%
267,960
298
$124K 0.04%
3,179
-449
299
$124K 0.04%
3,608
300
$124K 0.04%
1,464
10 11
12
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