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
$673M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.21M
3
+$569K
4
SEND
SendGrid, Inc.
SEND
+$537K
5
HFWA icon
Heritage Financial
HFWA
+$485K

Top Sells

1
+$48.3M
2
+$8.96M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.79M
5
COST icon
Costco
COST
+$1.14M

Sector Composition

1 Industrials 25.82%
2 Technology 13.06%
3 Healthcare 12.67%
4 Financials 12.28%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$793K 0.12%
4,870
-496
102
$789K 0.12%
8,937
-994
103
$741K 0.11%
9,027
+90
104
$739K 0.11%
4,383
-4,032
105
$729K 0.11%
5,754
106
$724K 0.11%
14,924
-316
107
$711K 0.11%
6,264
-997
108
$679K 0.1%
6,022
+376
109
$676K 0.1%
4,489
-500
110
$664K 0.1%
10,323
-1,548
111
$657K 0.1%
3,208
+924
112
$655K 0.1%
3,229
-228
113
$639K 0.09%
8,766
-69
114
$629K 0.09%
13,632
-400
115
$609K 0.09%
13,971
+95
116
$589K 0.09%
16,747
+13,800
117
$570K 0.08%
16,413
+127
118
$569K 0.08%
+11,340
119
$566K 0.08%
3,135
-400
120
$565K 0.08%
20,228
121
$537K 0.08%
+14,608
122
$533K 0.08%
25,135
+174
123
$531K 0.08%
6,940
+1,710
124
$529K 0.08%
4,526
-1,221
125
$523K 0.08%
12,756
+992
3 4
5
6 7