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
551
$9K ﹤0.01%
250
552
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3,150
553
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554
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50
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+100
566
$7K ﹤0.01%
96
567
$7K ﹤0.01%
250
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568
$6K ﹤0.01%
66
569
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570
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571
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572
$6K ﹤0.01%
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$6K ﹤0.01%
263
574
$6K ﹤0.01%
+200
575
$6K ﹤0.01%
+500