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
$629M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$4.33M
3
+$2.19M
4
AWK icon
American Water Works
AWK
+$385K
5
SPH icon
Suburban Propane Partners
SPH
+$358K

Top Sells

1
+$4.38M
2
+$3.35M
3
+$2.88M
4
ADBE icon
Adobe
ADBE
+$1.77M
5
AMAT icon
Applied Materials
AMAT
+$1.33M

Sector Composition

1 Industrials 26.9%
2 Technology 17.08%
3 Financials 11.48%
4 Healthcare 9.38%
5 Consumer Discretionary 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.42%
18,767
+734
52
$2.28M 0.36%
45,910
53
$2.19M 0.35%
+143,200
54
$2.14M 0.34%
12,015
-1,871
55
$1.92M 0.31%
39,048
56
$1.86M 0.3%
13,347
57
$1.83M 0.29%
20,471
-152
58
$1.76M 0.28%
49,804
59
$1.73M 0.28%
9,457
-36
60
$1.72M 0.27%
8,081
61
$1.67M 0.27%
27,389
+1,815
62
$1.59M 0.25%
7,696
63
$1.59M 0.25%
69,611
+9,705
64
$1.57M 0.25%
50,562
65
$1.56M 0.25%
28,140
-1,642
66
$1.49M 0.24%
24,887
+2,268
67
$1.46M 0.23%
8,913
-10
68
$1.43M 0.23%
46,155
-86
69
$1.42M 0.23%
15,187
70
$1.41M 0.22%
19,200
71
$1.38M 0.22%
29,652
+1,498
72
$1.35M 0.21%
7,298
+401
73
$1.31M 0.21%
23,790
+2,739
74
$1.31M 0.21%
10,046
-212
75
$1.29M 0.2%
17,423
-243
1 2
3
4 5