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
451
$52K 0.02%
440
+140
452
$52K 0.02%
2,280
453
$51K 0.02%
1,519
454
$51K 0.02%
500
455
$51K 0.02%
667
-200
456
$51K 0.02%
1,500
-352,081
457
$51K 0.02%
1,606
458
$51K 0.02%
2,259
459
$50K 0.02%
+750
460
$50K 0.02%
812
-146
461
$49K 0.02%
+900
462
$49K 0.02%
1,138
-250
463
$49K 0.02%
1,192
+100
464
$48K 0.02%
705
465
$46K 0.01%
4,670
466
$46K 0.01%
1,200
-878
467
$46K 0.01%
1,086
468
$46K 0.01%
1,150
469
$45K 0.01%
1,800
470
$45K 0.01%
2,525
+2,325
471
$45K 0.01%
1,466
472
$45K 0.01%
820
473
$45K 0.01%
621
474
$45K 0.01%
464
475
$45K 0.01%
1,305
-4,725
17 18
19
20 21