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
701
$9K ﹤0.01%
182
702
$9K ﹤0.01%
300
703
$9K ﹤0.01%
189
704
$9K ﹤0.01%
22
705
$9K ﹤0.01%
200
706
$8K ﹤0.01%
7
707
$8K ﹤0.01%
+100
708
$8K ﹤0.01%
175
709
$8K ﹤0.01%
400
710
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250
711
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120
-262
712
$8K ﹤0.01%
280
-12
713
$8K ﹤0.01%
553
714
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200
715
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+50
716
$7K ﹤0.01%
380
717
$7K ﹤0.01%
160
-203
718
$7K ﹤0.01%
+163
719
$7K ﹤0.01%
158
-4
720
$7K ﹤0.01%
750
721
$6K ﹤0.01%
75
722
$6K ﹤0.01%
134
723
$6K ﹤0.01%
168
724
$6K ﹤0.01%
300
725
$6K ﹤0.01%
140
-121
27 28
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