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
26
$6.89M 1.02%
67,990
-3,219
27
$6.86M 1.02%
124,384
28
$6.85M 1.02%
113,514
-7,300
29
$6.83M 1.01%
31,656
-2,074
30
$6.8M 1.01%
30,315
-2,885
31
$6.6M 0.98%
31,952
-1,750
32
$6.58M 0.98%
27,342
-2,312
33
$6.55M 0.97%
90,171
-6,790
34
$6.36M 0.94%
3,204
-71
35
$6.16M 0.91%
40,939
+300
36
$5.87M 0.87%
151,879
-265
37
$5.2M 0.77%
227,105
+7,788
38
$4.67M 0.69%
111,492
-10,088
39
$4.43M 0.66%
82,981
-4,183
40
$4.39M 0.65%
117,290
-10,786
41
$4.3M 0.64%
37,811
-4,663
42
$4.13M 0.61%
25,671
-2,529
43
$4.03M 0.6%
47,339
-3,604
44
$3.91M 0.58%
220,366
-12,908
45
$3.69M 0.55%
54,491
-3,816
46
$3.68M 0.55%
21,099
-931
47
$3.64M 0.54%
372,373
-13,313
48
$3.44M 0.51%
35,947
-3,367
49
$3.42M 0.51%
24,775
-1,372
50
$3.42M 0.51%
30,432
-1,845
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