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
601
$3K ﹤0.01%
184
602
$3K ﹤0.01%
52
603
$3K ﹤0.01%
40
-4,735
604
$3K ﹤0.01%
+23
605
$3K ﹤0.01%
150
606
$3K ﹤0.01%
70
607
$3K ﹤0.01%
88
608
$3K ﹤0.01%
54
609
$3K ﹤0.01%
25
610
$3K ﹤0.01%
48
611
$3K ﹤0.01%
500
-500
612
$2K ﹤0.01%
40
613
$2K ﹤0.01%
106
614
$2K ﹤0.01%
26
615
$2K ﹤0.01%
27
616
$2K ﹤0.01%
6
617
$2K ﹤0.01%
45
618
$2K ﹤0.01%
+17
619
$2K ﹤0.01%
177
620
$2K ﹤0.01%
66
621
$2K ﹤0.01%
105
622
$2K ﹤0.01%
72
623
$2K ﹤0.01%
100
624
$1K ﹤0.01%
16
625
$1K ﹤0.01%
17
23 24
25
26 27