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
301
$91K 0.01%
890
-945
302
$90K 0.01%
3,922
303
$90K 0.01%
366
304
$89K 0.01%
1,000
305
$89K 0.01%
2,000
306
$89K 0.01%
1,881
307
$88K 0.01%
+1,967
308
$87K 0.01%
860
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309
$85K 0.01%
1,030
-485
310
$85K 0.01%
1,320
311
$84K 0.01%
+1,953
312
$83K 0.01%
8,830
-955
313
$82K 0.01%
3,760
-3,240
314
$82K 0.01%
1,605
-1,505
315
$79K 0.01%
4,433
-4,433
316
$79K 0.01%
4,436
-608
317
$79K 0.01%
2,131
318
$78K 0.01%
5,248
319
$78K 0.01%
3,762
320
$77K 0.01%
1,206
-950
321
$76K 0.01%
700
322
$76K 0.01%
1,190
323
$75K 0.01%
500
324
$74K 0.01%
886
+726
325
$73K 0.01%
+1,048
11 12
13
14 15