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
$629M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$4.33M
3
+$2.19M
4
AWK icon
American Water Works
AWK
+$385K
5
SPH icon
Suburban Propane Partners
SPH
+$358K

Top Sells

1
+$4.38M
2
+$3.35M
3
+$2.88M
4
ADBE icon
Adobe
ADBE
+$1.77M
5
AMAT icon
Applied Materials
AMAT
+$1.33M

Sector Composition

1 Industrials 26.9%
2 Technology 17.08%
3 Financials 11.48%
4 Healthcare 9.38%
5 Consumer Discretionary 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.2%
13,846
-136
77
$1.24M 0.2%
52,233
+56
78
$1.24M 0.2%
24,004
79
$1.07M 0.17%
41,528
80
$1.05M 0.17%
5,177
+22
81
$1M 0.16%
7,597
+512
82
$997K 0.16%
38,930
+4,801
83
$977K 0.16%
19,475
84
$958K 0.15%
13,845
-29
85
$957K 0.15%
7,565
-512
86
$952K 0.15%
21,283
-2,510
87
$931K 0.15%
6,384
88
$917K 0.15%
7,750
89
$898K 0.14%
22,653
+1,258
90
$884K 0.14%
15,028
-281
91
$837K 0.13%
8,589
92
$832K 0.13%
11,865
-600
93
$809K 0.13%
4,933
-67
94
$799K 0.13%
11,852
-556
95
$795K 0.13%
15,565
+222
96
$787K 0.13%
3,338
-823
97
$751K 0.12%
79,040
-16,560
98
$736K 0.12%
9,380
99
$712K 0.11%
6,172
+575
100
$705K 0.11%
17,945
+2,228
2 3
4
5 6