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
401
$73K 0.02%
1,190
-416
402
$73K 0.02%
870
-40
403
$73K 0.02%
2,800
404
$73K 0.02%
1,109
-1,872
405
$72K 0.02%
2,039
+487
406
$72K 0.02%
2,133
407
$71K 0.02%
1,184
-135
408
$70K 0.02%
690
409
$70K 0.02%
1,500
410
$70K 0.02%
2,170
-275
411
$70K 0.02%
2,143
-2,283
412
$68K 0.02%
1,600
+250
413
$68K 0.02%
2,680
414
$67K 0.02%
8,930
415
$67K 0.02%
1,040
416
$66K 0.02%
865
417
$65K 0.02%
772
418
$65K 0.02%
562
+30
419
$65K 0.02%
2,800
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420
$65K 0.02%
391
421
$64K 0.02%
100
422
$63K 0.02%
1,163
423
$63K 0.02%
564
-80
424
$63K 0.02%
8,430
425
$62K 0.02%
1,072
-215
15 16
17
18 19