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
$319M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$518K
3
+$401K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$390K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$235K

Top Sells

1
+$12M
2
+$8.5M
3
+$7.67M
4
MJN
Mead Johnson Nutrition Company
MJN
+$4.57M
5
ABBV icon
AbbVie
ABBV
+$4.51M

Sector Composition

1 Industrials 16.39%
2 Financials 14.87%
3 Healthcare 12.21%
4 Technology 9.81%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$44K 0.01%
3,547
+376
477
$44K 0.01%
980
-1,620
478
$44K 0.01%
620
479
$43K 0.01%
1,100
480
$43K 0.01%
4,739
+1,100
481
$43K 0.01%
1,624
+229
482
$43K 0.01%
+1,975
483
$43K 0.01%
550
-150
484
$43K 0.01%
950
485
$43K 0.01%
1,080
+1
486
$42K 0.01%
+1,574
487
$42K 0.01%
+5,000
488
$42K 0.01%
415
-160
489
$41K 0.01%
294
490
$41K 0.01%
4,750
491
$41K 0.01%
240
492
$41K 0.01%
300
493
$40K 0.01%
3,844
494
$40K 0.01%
450
495
$40K 0.01%
4,700
-1,028
496
$40K 0.01%
400
-200
497
$40K 0.01%
500
498
$40K 0.01%
2,190
499
$40K 0.01%
2,300
500
$39K 0.01%
1,600
18 19
20
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