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
$856M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$1.24M
3
+$1.19M
4
V icon
Visa
V
+$1.18M
5
HD icon
Home Depot
HD
+$1.01M

Top Sells

1
+$6.86M
2
+$680K
3
+$504K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$414K
5
AMAT icon
Applied Materials
AMAT
+$379K

Sector Composition

1 Industrials 22.59%
2 Technology 19.34%
3 Financials 13.32%
4 Healthcare 9.48%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.26%
28,487
-299
27
$10.7M 1.25%
54,746
+1,753
28
$10.6M 1.24%
190,236
+21,339
29
$10.5M 1.22%
74,929
+1,669
30
$10.4M 1.22%
31,111
+109
31
$9.7M 1.13%
80,764
+2,419
32
$9.67M 1.13%
123,594
33
$8.27M 0.97%
42,203
+3,191
34
$8.23M 0.96%
39,045
+1,649
35
$8.2M 0.96%
37,250
+2,095
36
$8.16M 0.95%
71,097
+4,183
37
$7.36M 0.86%
+48,604
38
$6.85M 0.8%
87,199
+192
39
$5.95M 0.69%
20,268
+634
40
$5.56M 0.65%
32,912
+576
41
$5.5M 0.64%
43,852
+1,160
42
$4.9M 0.57%
33,912
+3,443
43
$4.87M 0.57%
50,062
44
$4.77M 0.56%
13,952
+1,158
45
$4.44M 0.52%
19,982
-1,085
46
$3.97M 0.46%
23,843
+1,371
47
$3.58M 0.42%
50,674
+4,526
48
$3.54M 0.41%
313,966
49
$3.53M 0.41%
211,118
+12,796
50
$3.35M 0.39%
9,644
-31
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