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
$55.1K
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$329
2
+$243
3
+$241
4
DE icon
Deere & Co
DE
+$234
5
MA icon
Mastercard
MA
+$232

Top Sells

1
+$8.75M
2
+$6.12M
3
+$5.44M
4
SBUX icon
Starbucks
SBUX
+$5.43M
5
PM icon
Philip Morris
PM
+$5.39M

Sector Composition

1 Healthcare 11.53%
2 Financials 10.2%
3 Industrials 9.54%
4 Technology 8.88%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-87,355
52
$329 0.6%
+200
53
– –
-8,107
54
– –
-100,757
55
– –
-58,965
56
– –
-137,114
57
– –
-57,639
58
– –
-4,530
59
– –
-22,160
60
– –
-3,600
61
– –
-180,042
62
– –
-111,483
63
– –
-8,000
64
– –
-58,752
65
– –
-39,446
66
– –
0
67
– –
0
68
– –
-5,810
69
– –
-58,181
70
– –
-73,211
71
– –
-55,493
72
$275 0.5%
750
-4,417
73
– –
-25,198
74
– –
0
75
– –
-42,943
1 2
3
4 5