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
$676M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$834K
2
+$288K
3
+$241K
4
NVR icon
NVR
NVR
+$225K
5
DHR icon
Danaher
DHR
+$219K

Top Sells

1
+$2.13M
2
+$1.21M
3
+$1.17M
4
DE icon
Deere & Co
DE
+$688K
5
PGR icon
Progressive
PGR
+$652K

Sector Composition

1 Industrials 28.39%
2 Technology 17.43%
3 Financials 11.08%
4 Healthcare 8.95%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.24M 0.18%
51,368
-865
77
$1.19M 0.18%
23,385
+3,910
78
$1.17M 0.17%
54,498
-15,113
79
$1.17M 0.17%
22,586
-2,301
80
$1.13M 0.17%
7,546
-19
81
$1.07M 0.16%
13,845
82
$1.06M 0.16%
17,805
-5,985
83
$1.03M 0.15%
7,469
-128
84
$1.03M 0.15%
6,714
+330
85
$998K 0.15%
7,696
-54
86
$900K 0.13%
22,850
-6,802
87
$882K 0.13%
3,873
-1,304
88
$881K 0.13%
11,708
-144
89
$873K 0.13%
20,194
-2,459
90
$867K 0.13%
64,080
-14,960
91
$856K 0.13%
3,368
+30
92
$855K 0.13%
4,848
-85
93
$853K 0.13%
8,589
94
$840K 0.12%
11,190
-675
95
$835K 0.12%
13,859
-1,169
96
$784K 0.12%
9,925
+545
97
$779K 0.12%
6,695
+523
98
$761K 0.11%
29,391
-216
99
$682K 0.1%
9,280
+520
100
$665K 0.1%
4,039
-224
2 3
4
5 6