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
301
$123K 0.04%
6,120
302
$123K 0.04%
820
303
$123K 0.04%
2,229
304
$121K 0.04%
1,500
305
$120K 0.04%
2,325
306
$120K 0.04%
550
307
$119K 0.04%
2,332
-100
308
$118K 0.04%
4,000
309
$118K 0.04%
3,166
310
$117K 0.04%
3,100
311
$116K 0.04%
1,981
312
$115K 0.04%
2,226
-132
313
$115K 0.04%
1,911
314
$115K 0.04%
1,035
-120
315
$115K 0.04%
2,190
316
$113K 0.04%
2,485
317
$113K 0.04%
6,000
318
$112K 0.04%
2,000
319
$112K 0.04%
+2,100
320
$111K 0.03%
2,534
-218
321
$111K 0.03%
3,690
322
$111K 0.03%
1,572
+1,084
323
$111K 0.03%
5,220
-520
324
$110K 0.03%
751
325
$110K 0.03%
5,016
11 12
13
14 15