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
$673M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.21M
3
+$569K
4
SEND
SendGrid, Inc.
SEND
+$537K
5
HFWA icon
Heritage Financial
HFWA
+$485K

Top Sells

1
+$48.3M
2
+$8.96M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.79M
5
COST icon
Costco
COST
+$1.14M

Sector Composition

1 Industrials 25.82%
2 Technology 13.06%
3 Healthcare 12.67%
4 Financials 12.28%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.24%
27,060
-6,620
77
$1.61M 0.24%
9,607
-1,150
78
$1.55M 0.23%
22,751
-8,120
79
$1.35M 0.2%
22,664
-2,986
80
$1.35M 0.2%
20,186
-386
81
$1.3M 0.19%
185,000
-89,320
82
$1.25M 0.19%
17,031
-1,481
83
$1.21M 0.18%
+15,187
84
$1.2M 0.18%
11,151
-284
85
$1.18M 0.17%
8,836
-555
86
$1.16M 0.17%
7,104
-3,478
87
$1.15M 0.17%
5,566
-4,311
88
$1.12M 0.17%
31,595
-200
89
$1.11M 0.17%
13,639
-1,070
90
$1.11M 0.16%
9,898
-2,243
91
$1.09M 0.16%
15,235
-4,490
92
$1.04M 0.15%
6,497
-719
93
$976K 0.15%
13,816
94
$970K 0.14%
22,427
+1,606
95
$960K 0.14%
6,294
-450
96
$870K 0.13%
7,094
-2,086
97
$834K 0.12%
5,561
-2,150
98
$831K 0.12%
5,162
-1,566
99
$823K 0.12%
65,815
-2,294
100
$798K 0.12%
16,497
-4,294
2 3
4
5 6