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
751
$4K ﹤0.01%
50
752
$4K ﹤0.01%
125
-1
753
$4K ﹤0.01%
240
754
$4K ﹤0.01%
10
755
$4K ﹤0.01%
172
756
$4K ﹤0.01%
+28
757
$4K ﹤0.01%
200
758
$4K ﹤0.01%
+155
759
$4K ﹤0.01%
44
-12
760
$4K ﹤0.01%
6
+2
761
$4K ﹤0.01%
100
762
$3K ﹤0.01%
114
763
$3K ﹤0.01%
17
+10
764
$3K ﹤0.01%
196
-2
765
$3K ﹤0.01%
195
-200
766
$3K ﹤0.01%
40
767
$3K ﹤0.01%
100
768
$3K ﹤0.01%
100
769
$3K ﹤0.01%
+19
770
$3K ﹤0.01%
450
771
$3K ﹤0.01%
600
772
$3K ﹤0.01%
+220
773
$3K ﹤0.01%
+105
774
$3K ﹤0.01%
167
775
$3K ﹤0.01%
70
29 30
31
32 33