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
$844M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$2.4M
3
+$848K
4
NKE icon
Nike
NKE
+$606K
5
AMZN icon
Amazon
AMZN
+$574K

Top Sells

1
+$7.58M
2
+$4M
3
+$2.84M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$2.42M
5
DE icon
Deere & Co
DE
+$673K

Sector Composition

1 Industrials 24.83%
2 Technology 18.33%
3 Financials 13.11%
4 Healthcare 9.05%
5 Consumer Discretionary 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.29%
87,644
+278
27
$10.7M 1.27%
187,744
+400
28
$10.1M 1.2%
52,993
-373
29
$9.88M 1.17%
73,260
-132
30
$9.79M 1.16%
123,594
31
$9.63M 1.14%
168,897
+14,880
32
$8.75M 1.04%
37,396
-372
33
$8.62M 1.02%
78,345
+1,572
34
$8.58M 1.02%
39,012
+1,188
35
$7.94M 0.94%
66,914
+2,701
36
$7.71M 0.91%
78,551
+3,913
37
$7.6M 0.9%
35,155
+1,745
38
$6.38M 0.76%
87,007
-79
39
$5.68M 0.67%
19,634
+237
40
$5.1M 0.6%
42,692
-312
41
$4.98M 0.59%
32,336
+230
42
$4.69M 0.56%
21,067
-10
43
$4.59M 0.54%
50,062
-113
44
$4.58M 0.54%
30,469
+554
45
$4.5M 0.53%
+12,794
46
$3.74M 0.44%
313,966
47
$3.65M 0.43%
22,472
-10
48
$3.62M 0.43%
198,322
+3,702
49
$3.6M 0.43%
46,148
+445
50
$3.53M 0.42%
9,675
-261
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2
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