WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
+$1.19M
2
+$1.16M
3
+$569K
4
HFWA icon
Heritage Financial
HFWA
+$496K
5
SEND
SendGrid, Inc.
SEND
+$461K

Top Sells

1
+$48.1M
2
+$8.98M
3
+$1.76M
4
AAPL icon
Apple
AAPL
+$1.65M
5
COST icon
Costco
COST
+$1.1M

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%
392
577
$5K ﹤0.01%
+171
578
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144
579
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148
-3
580
$5K ﹤0.01%
254
-254
581
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20
582
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241
583
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35
584
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70
585
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586
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4
587
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588
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234
589
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1
590
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255
591
$5K ﹤0.01%
174
592
$4K ﹤0.01%
980
593
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100
594
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156
595
$4K ﹤0.01%
35
596
$4K ﹤0.01%
+169
597
$3K ﹤0.01%
48
598
$3K ﹤0.01%
500
-500
599
$3K ﹤0.01%
50
-160
600
$3K ﹤0.01%
114
22 23
24
25 26