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
$346M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$6.01M
3
+$5.76M
4
PM icon
Philip Morris
PM
+$4.99M
5
MSFT icon
Microsoft
MSFT
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.36%
2 Financials 7.95%
3 Consumer Staples 6.62%
4 Industrials 6.44%
5 Healthcare 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.29%
+27,903
52
$993K 0.29%
+37,392
53
$821K 0.24%
+19,891
54
$638K 0.18%
+5,735
55
$626K 0.18%
+8,641
56
$519K 0.15%
+8,352
57
$480K 0.14%
+1
58
$455K 0.13%
+18,781
59
$418K 0.12%
+3,675
60
$384K 0.11%
+4,198
61
$375K 0.11%
+4,035
62
$345K 0.1%
+9,849
63
$340K 0.1%
+7,833
64
$319K 0.09%
+7,945
65
$316K 0.09%
+3,085
66
$314K 0.09%
+8,000
67
$305K 0.09%
+6,061
68
$294K 0.08%
+4,858
69
$281K 0.08%
+4,426
70
$265K 0.08%
+7,854
71
$262K 0.08%
+42,943
72
$259K 0.07%
+4,432
73
$241K 0.07%
+11,001
74
$239K 0.07%
+3,340
75
$234K 0.07%
+11,000
1 2
3
4