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

Top Buys

1 +$45.9M
2 +$1.37M
3 +$1.34M
4
SBUX icon
Starbucks
SBUX
+$993K
5
KMI icon
Kinder Morgan
KMI
+$975K

Sector Composition

1 Industrials 24.1%
2 Financials 13.93%
3 Technology 11.52%
4 Healthcare 8.31%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$5K ﹤0.01%
87
677
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98
678
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+395
679
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680
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681
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682
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683
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684
$5K ﹤0.01%
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685
$5K ﹤0.01%
+1,095
686
$5K ﹤0.01%
+121
687
$5K ﹤0.01%
213
688
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692
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234
696
$4K ﹤0.01%
+165
697
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+106
698
$4K ﹤0.01%
+79
699
$4K ﹤0.01%
+326
700
$4K ﹤0.01%
+175