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
376
$83K 0.03%
1,000
377
$83K 0.03%
1,250
378
$83K 0.03%
850
379
$82K 0.03%
1,125
380
$82K 0.03%
2,000
381
$82K 0.03%
395
-45
382
$81K 0.03%
7,200
383
$81K 0.03%
1,126
384
$81K 0.03%
1,850
385
$79K 0.02%
659
+267
386
$79K 0.02%
1,600
387
$78K 0.02%
1,290
388
$78K 0.02%
2,037
+493
389
$78K 0.02%
+3,344
390
$78K 0.02%
2,920
-2,680
391
$78K 0.02%
1,440
392
$78K 0.02%
3,515
-849
393
$77K 0.02%
1,756
394
$77K 0.02%
1,790
395
$76K 0.02%
1,227
396
$76K 0.02%
4,433
397
$75K 0.02%
+695
398
$75K 0.02%
1,438
-26
399
$75K 0.02%
795
400
$75K 0.02%
1,440
-150
14 15
16
17 18