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
351
$57K 0.01%
960
352
$57K 0.01%
429
-164
353
$57K 0.01%
298
+208
354
$56K 0.01%
637
355
$55K 0.01%
345
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356
$55K 0.01%
800
357
$54K 0.01%
600
358
$54K 0.01%
+1,800
359
$54K 0.01%
1,670
360
$54K 0.01%
700
-200
361
$54K 0.01%
1,746
362
$54K 0.01%
1,560
363
$54K 0.01%
709
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364
$54K 0.01%
600
365
$54K 0.01%
1,500
-1,500
366
$53K 0.01%
600
+317
367
$53K 0.01%
962
-1,525
368
$52K 0.01%
+1,470
369
$52K 0.01%
800
370
$51K 0.01%
18,402
-5,902
371
$51K 0.01%
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-300
372
$51K 0.01%
817
-166
373
$51K 0.01%
1,675
-1,000
374
$50K 0.01%
713
-525
375
$50K 0.01%
401
13 14
15
16 17