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
326
$73K 0.01%
1,506
-651
327
$73K 0.01%
840
328
$72K 0.01%
1,134
329
$70K 0.01%
188
-142
330
$70K 0.01%
553
-289
331
$70K 0.01%
+870
332
$69K 0.01%
5,728
+1,290
333
$69K 0.01%
2,008
334
$68K 0.01%
1,600
335
$67K 0.01%
2,440
336
$67K 0.01%
+3,370
337
$66K 0.01%
974
-610
338
$66K 0.01%
1,220
-12,749
339
$66K 0.01%
850
-850
340
$64K 0.01%
840
-260
341
$63K 0.01%
240
342
$62K 0.01%
+638
343
$62K 0.01%
775
344
$61K 0.01%
330
345
$61K 0.01%
1,798
346
$60K 0.01%
362
-124
347
$59K 0.01%
200
-50
348
$58K 0.01%
2,145
-396
349
$58K 0.01%
450
350
$58K 0.01%
4,149
+4,090
12 13
14
15 16