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
651
$14K ﹤0.01%
400
652
$14K ﹤0.01%
200
653
$14K ﹤0.01%
750
654
$14K ﹤0.01%
377
655
$14K ﹤0.01%
405
656
$14K ﹤0.01%
300
657
$14K ﹤0.01%
150
658
$14K ﹤0.01%
250
659
$14K ﹤0.01%
+700
660
$14K ﹤0.01%
1,000
661
$13K ﹤0.01%
108
662
$13K ﹤0.01%
100
663
$13K ﹤0.01%
500
664
$13K ﹤0.01%
+482
665
$13K ﹤0.01%
105
666
$13K ﹤0.01%
+538
667
$13K ﹤0.01%
+100
668
$13K ﹤0.01%
300
-1,321
669
$13K ﹤0.01%
314
670
$12K ﹤0.01%
100
671
$12K ﹤0.01%
136
-19
672
$12K ﹤0.01%
+500
673
$12K ﹤0.01%
200
674
$12K ﹤0.01%
1,000
675
$12K ﹤0.01%
1,440
25 26
27
28 29