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
276
$110K 0.02%
1,435
-1,309
277
$109K 0.02%
1,602
-403
278
$109K 0.02%
1,700
-300
279
$108K 0.02%
936
+31
280
$108K 0.02%
821
+146
281
$108K 0.02%
2,331
+596
282
$108K 0.02%
+2,351
283
$108K 0.02%
1,550
284
$107K 0.02%
2,366
-64
285
$105K 0.02%
5,516
+3,360
286
$104K 0.02%
2,636
287
$104K 0.02%
1,240
288
$104K 0.02%
2,974
-674
289
$103K 0.02%
2,218
290
$102K 0.02%
1,500
291
$100K 0.01%
+932
292
$100K 0.01%
930
293
$98K 0.01%
1,594
+1,194
294
$96K 0.01%
1,038
-12
295
$96K 0.01%
992
-498
296
$96K 0.01%
2,368
+540
297
$93K 0.01%
2,817
-506
298
$93K 0.01%
+2,138
299
$93K 0.01%
1,512
300
$93K 0.01%
6,400
10 11
12
13 14