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
351
$98K 0.03%
1,746
352
$98K 0.03%
2,220
353
$97K 0.03%
1,125
354
$97K 0.03%
2,030
355
$96K 0.03%
536
356
$96K 0.03%
1,700
-426
357
$95K 0.03%
380
358
$95K 0.03%
1,500
359
$95K 0.03%
1,188
360
$94K 0.03%
4
361
$94K 0.03%
4,180
-475
362
$93K 0.03%
975
-120
363
$91K 0.03%
1,042
364
$91K 0.03%
1,604
365
$91K 0.03%
7,143
366
$89K 0.03%
1,232
367
$88K 0.03%
2,360
368
$86K 0.03%
800
369
$86K 0.03%
1,400
370
$86K 0.03%
522
+180
371
$85K 0.03%
1,150
372
$85K 0.03%
8,770
-2,070
373
$84K 0.03%
3,500
374
$83K 0.03%
1,468
375
$83K 0.03%
10,560
13 14
15
16 17