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
676
$11K ﹤0.01%
277
-84
677
$11K ﹤0.01%
146
678
$11K ﹤0.01%
400
679
$11K ﹤0.01%
510
680
$11K ﹤0.01%
182
681
$11K ﹤0.01%
923
682
$11K ﹤0.01%
240
-150
683
$11K ﹤0.01%
331
684
$11K ﹤0.01%
500
685
$11K ﹤0.01%
550
686
$11K ﹤0.01%
300
687
$11K ﹤0.01%
1,100
688
$11K ﹤0.01%
400
689
$10K ﹤0.01%
225
690
$10K ﹤0.01%
884
691
$10K ﹤0.01%
200
692
$10K ﹤0.01%
300
693
$10K ﹤0.01%
400
694
$10K ﹤0.01%
228
695
$9K ﹤0.01%
406
696
$9K ﹤0.01%
155
-110
697
$9K ﹤0.01%
1,000
698
$9K ﹤0.01%
275
699
$9K ﹤0.01%
168
700
$9K ﹤0.01%
250
-150
26 27
28
29 30