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
576
$5K ﹤0.01%
148
-3
577
$5K ﹤0.01%
254
-254
578
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20
579
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241
580
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35
581
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582
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91
583
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4
584
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70
585
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392
586
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587
$5K ﹤0.01%
1
588
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589
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174
590
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+171
591
$5K ﹤0.01%
144
592
$4K ﹤0.01%
980
593
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594
$4K ﹤0.01%
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595
$4K ﹤0.01%
35
596
$4K ﹤0.01%
+169
597
$3K ﹤0.01%
50
-160
598
$3K ﹤0.01%
114
599
$3K ﹤0.01%
49
600
$3K ﹤0.01%
43
+35
22 23
24
25 26