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
$676M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$834K
2
+$288K
3
+$241K
4
NVR icon
NVR
NVR
+$225K
5
DHR icon
Danaher
DHR
+$219K

Top Sells

1
+$2.13M
2
+$1.21M
3
+$1.17M
4
DE icon
Deere & Co
DE
+$688K
5
PGR icon
Progressive
PGR
+$652K

Sector Composition

1 Industrials 28.39%
2 Technology 17.43%
3 Financials 11.08%
4 Healthcare 8.95%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.46M 1.25%
31,477
+172
27
$8.33M 1.23%
34,450
-1,052
28
$7.62M 1.13%
212,455
-41
29
$7.12M 1.05%
124,023
-194
30
$7.08M 1.05%
37,387
-399
31
$6.99M 1.03%
35,527
-688
32
$6.86M 1.01%
72,410
-6,887
33
$6.74M 1%
72,153
-3,912
34
$6.35M 0.94%
91,488
-8,200
35
$6.25M 0.92%
31,104
-1,744
36
$6.24M 0.92%
62,329
-2,309
37
$6.03M 0.89%
143,320
38
$5.98M 0.88%
54,371
-526
39
$4.45M 0.66%
26,176
+672
40
$4.37M 0.65%
43,391
-4,303
41
$4.36M 0.64%
18,293
-1,759
42
$4.34M 0.64%
29,989
-205
43
$4.25M 0.63%
28,981
-1,657
44
$3.38M 0.5%
40,626
+1,640
45
$3.35M 0.5%
9,908
-37
46
$3.15M 0.47%
18,492
-2,422
47
$2.75M 0.41%
18,481
-286
48
$2.69M 0.4%
314,850
-75,293
49
$2.54M 0.38%
11,940
-75
50
$2.43M 0.36%
28,241
-1,828
1
2
3 4 5