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
$856M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$1.24M
3
+$1.19M
4
V icon
Visa
V
+$1.18M
5
HD icon
Home Depot
HD
+$1.01M

Top Sells

1
+$6.86M
2
+$680K
3
+$504K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$414K
5
AMAT icon
Applied Materials
AMAT
+$379K

Sector Composition

1 Industrials 22.59%
2 Technology 19.34%
3 Financials 13.32%
4 Healthcare 9.48%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.17%
33,008
77
$1.45M 0.17%
19,152
+2
78
$1.41M 0.16%
8,812
79
$1.39M 0.16%
7,632
-2,762
80
$1.32M 0.15%
24,786
+3,935
81
$1.28M 0.15%
4,426
-266
82
$1.28M 0.15%
25,130
83
$1.24M 0.14%
8,241
+1,527
84
$1.2M 0.14%
5,481
85
$1.19M 0.14%
57,620
+9,140
86
$1.18M 0.14%
13,845
87
$1.14M 0.13%
19,356
+1,052
88
$1.1M 0.13%
10,791
-468
89
$1.05M 0.12%
4,440
90
$1.02M 0.12%
4,669
91
$997K 0.12%
21,488
-2,317
92
$986K 0.12%
14,046
+7
93
$935K 0.11%
18,687
94
$922K 0.11%
6,920
-860
95
$922K 0.11%
9,731
+334
96
$858K 0.1%
20,228
97
$817K 0.1%
15,114
-654
98
$815K 0.1%
27,390
-2,001
99
$810K 0.09%
6,097
+107
100
$787K 0.09%
13,302
+4,967
2 3
4
5 6