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
601
$19K 0.01%
891
602
$19K 0.01%
445
603
$19K 0.01%
+540
604
$19K 0.01%
770
605
$19K 0.01%
+690
606
$19K 0.01%
47
607
$19K 0.01%
390
608
$19K 0.01%
1,000
-7
609
$19K 0.01%
1,000
610
$19K 0.01%
1,175
611
$18K 0.01%
404
-1,280
612
$18K 0.01%
+680
613
$18K 0.01%
2,000
614
$18K 0.01%
750
615
$18K 0.01%
383
-565
616
$18K 0.01%
100
617
$18K 0.01%
338
618
$18K 0.01%
150
-117
619
$18K 0.01%
500
620
$18K 0.01%
500
621
$17K 0.01%
1,000
622
$17K 0.01%
175
623
$17K 0.01%
606
+226
624
$17K 0.01%
625
625
$17K 0.01%
187
23 24
25
26 27