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
601
$3K ﹤0.01%
49
602
$3K ﹤0.01%
43
+35
603
$3K ﹤0.01%
184
604
$3K ﹤0.01%
52
605
$3K ﹤0.01%
40
-4,735
606
$3K ﹤0.01%
+23
607
$3K ﹤0.01%
150
608
$3K ﹤0.01%
70
609
$3K ﹤0.01%
88
610
$3K ﹤0.01%
54
611
$3K ﹤0.01%
25
612
$2K ﹤0.01%
106
613
$2K ﹤0.01%
26
614
$2K ﹤0.01%
27
615
$2K ﹤0.01%
6
616
$2K ﹤0.01%
45
617
$2K ﹤0.01%
+17
618
$2K ﹤0.01%
177
619
$2K ﹤0.01%
66
620
$2K ﹤0.01%
105
621
$2K ﹤0.01%
72
622
$2K ﹤0.01%
100
623
$2K ﹤0.01%
40
624
$1K ﹤0.01%
24
625
$1K ﹤0.01%
3
23 24
25
26 27