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
776
$2K ﹤0.01%
500
777
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26
778
$2K ﹤0.01%
11
779
$2K ﹤0.01%
66
780
$2K ﹤0.01%
50
781
$2K ﹤0.01%
120
-200
782
$2K ﹤0.01%
101
-1,054
783
$2K ﹤0.01%
25
784
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75
-1
785
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100
786
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57
787
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34
788
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45
789
$2K ﹤0.01%
+40
790
$2K ﹤0.01%
50
791
$2K ﹤0.01%
100
792
– –
0
793
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51
794
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125
795
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200
796
$1K ﹤0.01%
3
-270
797
$1K ﹤0.01%
+30
798
$1K ﹤0.01%
963
+93
799
$1K ﹤0.01%
59
800
$1K ﹤0.01%
9
-104
30 31
32
33 34