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
526
$34K 0.01%
1,449
527
$34K 0.01%
489
-1,977
528
$33K 0.01%
1,000
529
$33K 0.01%
5,000
530
$33K 0.01%
1,555
-1,045
531
$32K 0.01%
617
-7,216
532
$32K 0.01%
290
533
$31K 0.01%
640
534
$31K 0.01%
1,000
535
$30K 0.01%
262
536
$30K 0.01%
440
537
$30K 0.01%
500
538
$30K 0.01%
1,257
+356
539
$30K 0.01%
3,471
540
$30K 0.01%
400
541
$30K 0.01%
25
542
$30K 0.01%
500
543
$30K 0.01%
980
544
$29K 0.01%
+455
545
$29K 0.01%
134
546
$29K 0.01%
450
547
$29K 0.01%
300
-2,700
548
$28K 0.01%
1,485
549
$28K 0.01%
1,000
+200
550
$28K 0.01%
2,453
-1,227
20 21
22
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