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
$55.1K
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$329
2
+$243
3
+$241
4
DE icon
Deere & Co
DE
+$234
5
MA icon
Mastercard
MA
+$232

Top Sells

1
+$8.75M
2
+$6.12M
3
+$5.44M
4
SBUX icon
Starbucks
SBUX
+$5.43M
5
PM icon
Philip Morris
PM
+$5.39M

Sector Composition

1 Healthcare 11.53%
2 Financials 10.2%
3 Industrials 9.54%
4 Technology 8.88%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-25,528
27
$439 0.8%
863
-12,420
28
– –
-9,912
29
– –
-4,670
30
– –
-5,235
31
– –
-7,833
32
– –
-480,327
33
$390 0.71%
159
-6,408
34
– –
-58,441
35
– –
-161,903
36
– –
-87,780
37
– –
-73,230
38
– –
-50,841
39
– –
-50,142
40
– –
-113,587
41
– –
-103,854
42
– –
-6,312
43
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0
44
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-130,059
45
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-15,339
46
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-3,937
47
– –
-3,787
48
– –
-26,583
49
– –
-4,186
50
– –
-56,302
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