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
$697M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1 +$45.9M
2 +$1.37M
3 +$1.34M
4
SBUX icon
Starbucks
SBUX
+$993K
5
KMI icon
Kinder Morgan
KMI
+$975K

Sector Composition

1 Industrials 24.1%
2 Financials 13.93%
3 Technology 11.52%
4 Healthcare 8.31%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
-180
877
-45,432
878
-2,503
879
$0 ﹤0.01%
8
880
-10,200
881
-3,251
882
-2,200
883
-808