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
501
$15K ﹤0.01%
590
-1,219
502
$15K ﹤0.01%
213
503
$15K ﹤0.01%
2,291
-2,351
504
$15K ﹤0.01%
1,000
505
$14K ﹤0.01%
260
506
$14K ﹤0.01%
65
507
$14K ﹤0.01%
40
-40
508
$14K ﹤0.01%
500
509
$14K ﹤0.01%
164
510
$14K ﹤0.01%
600
+166
511
$14K ﹤0.01%
200
512
$13K ﹤0.01%
700
513
$13K ﹤0.01%
100
514
$13K ﹤0.01%
500
515
$13K ﹤0.01%
250
-463
516
$13K ﹤0.01%
345
517
$13K ﹤0.01%
300
518
$13K ﹤0.01%
80
519
$13K ﹤0.01%
+150
520
$13K ﹤0.01%
396
521
$13K ﹤0.01%
1,200
522
$12K ﹤0.01%
100
523
$12K ﹤0.01%
124
524
$12K ﹤0.01%
201
525
$12K ﹤0.01%
724
19 20
21
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