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
401
$40K 0.01%
1,000
-1,000
402
$40K 0.01%
860
403
$40K 0.01%
720
-420
404
$39K 0.01%
473
+40
405
$39K 0.01%
506
-2,153
406
$39K 0.01%
885
407
$39K 0.01%
858
-1,136
408
$39K 0.01%
580
-850
409
$39K 0.01%
+1,375
410
$39K 0.01%
200
411
$39K 0.01%
408
-818
412
$38K 0.01%
1,000
413
$37K 0.01%
1,010
414
$37K 0.01%
551
-401
415
$37K 0.01%
1,262
-1,192
416
$36K 0.01%
713
417
$36K 0.01%
+1,470
418
$36K 0.01%
318
419
$35K 0.01%
1,122
420
$35K 0.01%
241
-274
421
$35K 0.01%
331
422
$34K 0.01%
227
-41
423
$34K 0.01%
500
-1,500
424
$33K ﹤0.01%
124
-102
425
$33K ﹤0.01%
567
-240
15 16
17
18 19