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
$346M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$6.04M
2 +$6.01M
3 +$5.76M
4
PM icon
Philip Morris
PM
+$4.99M
5
MSFT icon
Microsoft
MSFT
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.36%
2 Financials 7.95%
3 Consumer Staples 6.62%
4 Industrials 6.44%
5 Healthcare 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$234K 0.07%
+4,880
77
$225K 0.07%
+3,000
78
$222K 0.06%
+1
79
$215K 0.06%
+3,590
80
$207K 0.06%
+18,746
81
$205K 0.06%
+3,108
82
$202K 0.06%
+3,300
83
$200K 0.06%
+6,288
84
$179K 0.05%
+11,567
85
$101K 0.03%
+16,200
86
$51K 0.01%
+17,160
87
$15K ﹤0.01%
+173