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
$844M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$2.4M
3
+$848K
4
NKE icon
Nike
NKE
+$606K
5
AMZN icon
Amazon
AMZN
+$574K

Top Sells

1
+$7.58M
2
+$4M
3
+$2.84M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$2.42M
5
DE icon
Deere & Co
DE
+$673K

Sector Composition

1 Industrials 24.83%
2 Technology 18.33%
3 Financials 13.11%
4 Healthcare 9.05%
5 Consumer Discretionary 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.18%
19,150
-72
77
$1.5M 0.18%
28,218
+874
78
$1.46M 0.17%
8,812
79
$1.35M 0.16%
4,692
+655
80
$1.32M 0.16%
16,912
-956
81
$1.31M 0.16%
13,845
82
$1.29M 0.15%
25,130
+703
83
$1.24M 0.15%
5,481
+7
84
$1.17M 0.14%
20,851
-734
85
$1.16M 0.14%
18,304
-100
86
$1.15M 0.14%
11,259
+491
87
$1.08M 0.13%
23,805
-640
88
$1.07M 0.13%
4,669
-50
89
$1.05M 0.12%
4,440
-61
90
$1.01M 0.12%
18,687
-35
91
$994K 0.12%
6,714
-454
92
$993K 0.12%
14,039
93
$976K 0.12%
9,818
-56
94
$975K 0.12%
7,780
-160
95
$969K 0.11%
48,480
-10,600
96
$943K 0.11%
29,391
97
$931K 0.11%
9,397
-50
98
$892K 0.11%
7,895
99
$883K 0.1%
15,768
+205
100
$840K 0.1%
5,990
-440
2 3
4
5 6