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
376
$50K 0.01%
+1,500
377
$49K 0.01%
1,129
-1,050
378
$48K 0.01%
190
-5
379
$48K 0.01%
+921
380
$48K 0.01%
973
-604
381
$47K 0.01%
1,900
382
$47K 0.01%
1,218
+471
383
$47K 0.01%
2,190
384
$46K 0.01%
+780
385
$46K 0.01%
519
386
$45K 0.01%
766
387
$45K 0.01%
535
-520
388
$44K 0.01%
730
+150
389
$43K 0.01%
356
+17
390
$42K 0.01%
+355
391
$41K 0.01%
600
392
$41K 0.01%
1,400
393
$41K 0.01%
555
394
$41K 0.01%
348
395
$41K 0.01%
700
396
$40K 0.01%
2,427
-2,427
397
$40K 0.01%
1,053
-1,000
398
$40K 0.01%
600
399
$40K 0.01%
704
400
$40K 0.01%
1,000
-1,000
14 15
16
17 18