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
$319M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$518K
3
+$401K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$390K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$235K

Top Sells

1
+$12M
2
+$8.5M
3
+$7.67M
4
MJN
Mead Johnson Nutrition Company
MJN
+$4.57M
5
ABBV icon
AbbVie
ABBV
+$4.51M

Sector Composition

1 Industrials 16.39%
2 Financials 14.87%
3 Healthcare 12.21%
4 Technology 9.81%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$6K ﹤0.01%
91
727
$6K ﹤0.01%
+25
728
$6K ﹤0.01%
390
729
$6K ﹤0.01%
500
730
$6K ﹤0.01%
306
731
$5K ﹤0.01%
117
732
$5K ﹤0.01%
350
733
$5K ﹤0.01%
37
734
$5K ﹤0.01%
50
735
$5K ﹤0.01%
500
736
$5K ﹤0.01%
347
737
$5K ﹤0.01%
154
738
$5K ﹤0.01%
400
739
$5K ﹤0.01%
73
740
$5K ﹤0.01%
500
741
$5K ﹤0.01%
80
742
$5K ﹤0.01%
260
743
$5K ﹤0.01%
+100
744
$5K ﹤0.01%
151
745
$5K ﹤0.01%
608
-666
746
$5K ﹤0.01%
111
747
$5K ﹤0.01%
100
748
$4K ﹤0.01%
76
-133
749
$4K ﹤0.01%
37
-222
750
$4K ﹤0.01%
57
28 29
30
31 32