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
451
$27K ﹤0.01%
460
-400
452
$27K ﹤0.01%
1,155
453
$27K ﹤0.01%
180
-90
454
$26K ﹤0.01%
884
455
$26K ﹤0.01%
363
456
$26K ﹤0.01%
565
457
$26K ﹤0.01%
448
-448
458
$26K ﹤0.01%
664
-141
459
$25K ﹤0.01%
400
460
$25K ﹤0.01%
2,632
-1
461
$24K ﹤0.01%
2,100
-2,100
462
$24K ﹤0.01%
496
+49
463
$24K ﹤0.01%
2,950
464
$24K ﹤0.01%
500
465
$24K ﹤0.01%
1,620
466
$23K ﹤0.01%
205
467
$22K ﹤0.01%
+500
468
$22K ﹤0.01%
+520
469
$22K ﹤0.01%
518
-5
470
$22K ﹤0.01%
117
471
$22K ﹤0.01%
1,800
472
$22K ﹤0.01%
745
473
$22K ﹤0.01%
1,500
474
$22K ﹤0.01%
770
475
$21K ﹤0.01%
1,000
17 18
19
20 21