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
$844M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$2.4M
3
+$848K
4
NKE icon
Nike
NKE
+$606K
5
AMZN icon
Amazon
AMZN
+$574K

Top Sells

1
+$7.58M
2
+$4M
3
+$2.84M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$2.42M
5
DE icon
Deere & Co
DE
+$673K

Sector Composition

1 Industrials 24.83%
2 Technology 18.33%
3 Financials 13.11%
4 Healthcare 9.05%
5 Consumer Discretionary 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 0.41%
30,891
-1,027
52
$3.28M 0.39%
11,816
-7
53
$3.04M 0.36%
18,453
-423
54
$2.83M 0.33%
43,044
+1,177
55
$2.74M 0.33%
49,804
56
$2.44M 0.29%
13,047
57
$2.4M 0.28%
+34,900
58
$2.39M 0.28%
7,661
59
$2.22M 0.26%
9,266
-95
60
$2.19M 0.26%
53,036
+1,668
61
$2.18M 0.26%
9,630
62
$2.05M 0.24%
19,584
-314
63
$2.03M 0.24%
25,700
-435
64
$2.01M 0.24%
8,750
-134
65
$1.98M 0.23%
25,423
-1,005
66
$1.96M 0.23%
10,394
67
$1.81M 0.21%
15,187
68
$1.81M 0.21%
10,880
-98
69
$1.75M 0.21%
44,595
+495
70
$1.75M 0.21%
7,559
+875
71
$1.68M 0.2%
7,696
+39
72
$1.66M 0.2%
33,008
-8,835
73
$1.63M 0.19%
31,186
74
$1.63M 0.19%
14,081
-91
75
$1.58M 0.19%
38,600
-200
1 2
3
4 5