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
$673M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.21M
3
+$569K
4
SEND
SendGrid, Inc.
SEND
+$537K
5
HFWA icon
Heritage Financial
HFWA
+$485K

Top Sells

1
+$48.3M
2
+$8.96M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.79M
5
COST icon
Costco
COST
+$1.14M

Sector Composition

1 Industrials 25.82%
2 Technology 13.06%
3 Healthcare 12.67%
4 Financials 12.28%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.25M 0.48%
21,746
-4,935
52
$3.24M 0.48%
79,964
-1,031
53
$3.23M 0.48%
32,240
+12,360
54
$2.83M 0.42%
14,200
-1,200
55
$2.83M 0.42%
19,494
-1,420
56
$2.82M 0.42%
23,033
-350
57
$2.54M 0.38%
61,996
58
$2.49M 0.37%
84,400
-5,034
59
$2.45M 0.36%
58,700
-10,603
60
$2.42M 0.36%
46,270
61
$2.31M 0.34%
27,292
-7,417
62
$2.3M 0.34%
10,763
-415
63
$2.3M 0.34%
10,345
+25
64
$2.21M 0.33%
11,790
65
$2.15M 0.32%
49,804
66
$2.07M 0.31%
11,746
-47
67
$2.07M 0.31%
30,560
-166
68
$2.05M 0.3%
80,776
-921
69
$1.97M 0.29%
38,202
-1,440
70
$1.85M 0.28%
8,627
-395
71
$1.83M 0.27%
34,756
-9,906
72
$1.81M 0.27%
33,458
-7,248
73
$1.68M 0.25%
35,439
-4,064
74
$1.66M 0.25%
11,806
+16
75
$1.63M 0.24%
11,284
-21
1 2
3
4 5