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
$856M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$1.24M
3
+$1.19M
4
V icon
Visa
V
+$1.18M
5
HD icon
Home Depot
HD
+$1.01M

Top Sells

1
+$6.86M
2
+$680K
3
+$504K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$414K
5
AMAT icon
Applied Materials
AMAT
+$379K

Sector Composition

1 Industrials 22.59%
2 Technology 19.34%
3 Financials 13.32%
4 Healthcare 9.48%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.37%
11,526
-290
52
$3.06M 0.36%
18,949
+496
53
$3.03M 0.35%
28,051
-2,840
54
$2.76M 0.32%
49,804
55
$2.65M 0.31%
41,962
-1,082
56
$2.61M 0.3%
25,705
+6,121
57
$2.59M 0.3%
13,047
58
$2.5M 0.29%
9,678
+48
59
$2.25M 0.26%
7,661
60
$2.23M 0.26%
51,880
+7,285
61
$2.17M 0.25%
51,183
-1,853
62
$2.17M 0.25%
24,885
-538
63
$2.11M 0.25%
34,903
+3
64
$2.04M 0.24%
9,297
+31
65
$2.02M 0.24%
8,743
-7
66
$2M 0.23%
25,700
67
$1.92M 0.22%
13,088
+2,208
68
$1.91M 0.22%
16,186
+2,105
69
$1.91M 0.22%
15,187
70
$1.74M 0.2%
47,746
+9,146
71
$1.7M 0.2%
32,328
+1,142
72
$1.67M 0.2%
6,934
-625
73
$1.59M 0.19%
29,294
+1,076
74
$1.56M 0.18%
20,795
+3,883
75
$1.5M 0.17%
7,799
+103
1 2
3
4 5