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
426
$62K 0.02%
1,786
427
$62K 0.02%
1,793
428
$62K 0.02%
340
429
$61K 0.02%
1,420
430
$61K 0.02%
1,150
431
$61K 0.02%
+3,471
432
$61K 0.02%
545
-777
433
$60K 0.02%
1,331
434
$60K 0.02%
750
-1,400
435
$59K 0.02%
+488
436
$59K 0.02%
1,400
-556
437
$57K 0.02%
1,445
-495
438
$57K 0.02%
1,881
-260
439
$57K 0.02%
3,480
440
$56K 0.02%
4,000
441
$56K 0.02%
1,465
442
$56K 0.02%
430
443
$56K 0.02%
800
444
$56K 0.02%
3,170
445
$55K 0.02%
1,108
446
$55K 0.02%
1,161
-1,670
447
$54K 0.02%
2,211
+210
448
$54K 0.02%
988
-700
449
$53K 0.02%
1,479
450
$53K 0.02%
1,798
+420
16 17
18
19 20