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
$55.1K
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$329
2
+$243
3
+$241
4
DE icon
Deere & Co
DE
+$234
5
MA icon
Mastercard
MA
+$232

Top Sells

1
+$8.75M
2
+$6.12M
3
+$5.44M
4
SBUX icon
Starbucks
SBUX
+$5.43M
5
PM icon
Philip Morris
PM
+$5.39M

Sector Composition

1 Healthcare 11.53%
2 Financials 10.2%
3 Industrials 9.54%
4 Technology 8.88%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,344
102
$216 0.39%
+30
103
$206 0.37%
+946
104
$205 0.37%
+10,300
105
– –
0
106
– –
0
107
– –
-11,567
108
– –
-24,141
109
– –
0
110
$93 0.17%
500
-12,268
111
$36 0.07%
862
-103,247
112
$31 0.06%
732
-13,268
113
$23 0.04%
639
-74,422
114
$17 0.03%
275
-3,797
115
$15 0.03%
173
116
– –
-105,546
117
– –
-10,000
118
– –
-29,691
119
– –
-2,706
120
– –
-5,090
121
– –
-236,690
122
– –
-61,352
123
– –
0
124
– –
-30,487
125
– –
-12,266
2 3 4
5
6