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
$676M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$834K
2
+$288K
3
+$241K
4
NVR icon
NVR
NVR
+$225K
5
DHR icon
Danaher
DHR
+$219K

Top Sells

1
+$2.13M
2
+$1.21M
3
+$1.17M
4
DE icon
Deere & Co
DE
+$688K
5
PGR icon
Progressive
PGR
+$652K

Sector Composition

1 Industrials 28.39%
2 Technology 17.43%
3 Financials 11.08%
4 Healthcare 8.95%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.36%
195,115
-9,744
52
$2.3M 0.34%
45,910
53
$2.24M 0.33%
143,200
54
$2.12M 0.31%
48,903
-1,007
55
$1.93M 0.29%
37,048
-2,000
56
$1.84M 0.27%
50,562
57
$1.78M 0.26%
8,081
58
$1.71M 0.25%
7,696
59
$1.67M 0.25%
27,938
-202
60
$1.63M 0.24%
25,589
-1,800
61
$1.61M 0.24%
13,147
-200
62
$1.6M 0.24%
49,804
63
$1.58M 0.23%
15,187
64
$1.54M 0.23%
44,260
-1,895
65
$1.54M 0.23%
9,320
-137
66
$1.54M 0.23%
7,020
-278
67
$1.52M 0.22%
13,938
+92
68
$1.49M 0.22%
20,709
+238
69
$1.48M 0.22%
19,200
70
$1.38M 0.2%
9,630
71
$1.33M 0.2%
9,975
-71
72
$1.33M 0.2%
16,831
-592
73
$1.32M 0.2%
8,947
+34
74
$1.26M 0.19%
38,800
-2,728
75
$1.25M 0.19%
24,320
+316
1 2
3
4 5