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
426
$33K ﹤0.01%
1,004
-763
427
$33K ﹤0.01%
300
428
$33K ﹤0.01%
1,000
429
$33K ﹤0.01%
+612
430
$32K ﹤0.01%
25
431
$31K ﹤0.01%
275
+125
432
$31K ﹤0.01%
159
433
$31K ﹤0.01%
527
+137
434
$30K ﹤0.01%
+317
435
$30K ﹤0.01%
889
-600
436
$30K ﹤0.01%
313
437
$29K ﹤0.01%
199
438
$29K ﹤0.01%
433
-100
439
$29K ﹤0.01%
470
-109
440
$29K ﹤0.01%
718
441
$29K ﹤0.01%
272
442
$29K ﹤0.01%
1,800
443
$29K ﹤0.01%
267
444
$28K ﹤0.01%
+600
445
$28K ﹤0.01%
695
-3,100
446
$28K ﹤0.01%
2,002
-2,002
447
$28K ﹤0.01%
1,924
448
$28K ﹤0.01%
350
449
$28K ﹤0.01%
165
450
$27K ﹤0.01%
146
16 17
18
19 20