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
$346M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$6.01M
3
+$5.76M
4
PM icon
Philip Morris
PM
+$4.99M
5
MSFT icon
Microsoft
MSFT
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.36%
2 Financials 7.95%
3 Consumer Staples 6.62%
4 Industrials 6.44%
5 Healthcare 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1%
+111,378
27
$3.45M 1%
+48,653
28
$3.42M 0.99%
+55,458
29
$3.33M 0.96%
+108,326
30
$3.29M 0.95%
+94,767
31
$3.29M 0.95%
+53,914
32
$3.17M 0.91%
+212,321
33
$3.14M 0.91%
+132,977
34
$3.08M 0.89%
+217,868
35
$3.07M 0.89%
+37,250
36
$2.87M 0.83%
+141,080
37
$2.64M 0.76%
+22,956
38
$2.64M 0.76%
+98,727
39
$2.48M 0.72%
+60,077
40
$2.48M 0.72%
+61,352
41
$2.47M 0.71%
+56,072
42
$2.21M 0.64%
+63,476
43
$2.17M 0.63%
+29,717
44
$2.11M 0.61%
+39,252
45
$2.05M 0.59%
+12,768
46
$1.8M 0.52%
+31,361
47
$1.61M 0.46%
+17,803
48
$1.27M 0.37%
+22,160
49
$1.15M 0.33%
+12,266
50
$1.02M 0.3%
+11,896
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