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
576
$23K 0.01%
393
577
$23K 0.01%
+788
578
$23K 0.01%
218
579
$23K 0.01%
537
580
$23K 0.01%
1,100
581
$23K 0.01%
410
582
$23K 0.01%
1,030
-582
583
$23K 0.01%
+500
584
$23K 0.01%
500
585
$23K 0.01%
+1,184
586
$22K 0.01%
3,100
587
$22K 0.01%
150
588
$22K 0.01%
1,050
+185
589
$22K 0.01%
1,100
590
$22K 0.01%
1,800
591
$21K 0.01%
176
592
$21K 0.01%
314
-25
593
$21K 0.01%
500
594
$21K 0.01%
1,040
595
$21K 0.01%
550
-1,094
596
$20K 0.01%
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597
$20K 0.01%
345
598
$20K 0.01%
570
-435
599
$20K 0.01%
2,500
600
$19K 0.01%
730
22 23
24
25 26