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
626
$17K 0.01%
606
+226
627
$17K 0.01%
625
628
$17K 0.01%
187
629
$16K 0.01%
240
630
$16K 0.01%
500
631
$16K 0.01%
457
632
$16K 0.01%
320
633
$16K 0.01%
200
-250
634
$16K 0.01%
228
635
$15K ﹤0.01%
1,235
636
$15K ﹤0.01%
225
637
$15K ﹤0.01%
500
638
$15K ﹤0.01%
154
639
$15K ﹤0.01%
955
640
$15K ﹤0.01%
807
641
$15K ﹤0.01%
200
642
$15K ﹤0.01%
336
-186
643
$15K ﹤0.01%
56
644
$15K ﹤0.01%
+550
645
$15K ﹤0.01%
462
-38
646
$15K ﹤0.01%
225
647
$15K ﹤0.01%
365
648
$14K ﹤0.01%
200
649
$14K ﹤0.01%
750
650
$14K ﹤0.01%
377
24 25
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