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
$697M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1 +$46.3M
2 +$1.46M
3 +$1.4M
4
KMI icon
Kinder Morgan
KMI
+$1.12M
5
SBUX icon
Starbucks
SBUX
+$992K

Sector Composition

1 Industrials 24.1%
2 Financials 13.93%
3 Technology 11.51%
4 Healthcare 8.31%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$6K ﹤0.01%
+70
652
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+147
653
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654
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655
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656
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392
657
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350
+300
658
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300
659
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190
-62
660
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661
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664
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666
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360
667
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668
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669
$5K ﹤0.01%
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670
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98
671
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+395
672
$5K ﹤0.01%
+25
673
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+1,095
674
$5K ﹤0.01%
+234
675
$5K ﹤0.01%
115