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
101
$654K 0.1%
4,364
+504
102
$652K 0.1%
27,708
-11,222
103
$636K 0.09%
18,550
-2,733
104
$617K 0.09%
14,314
-1,251
105
$591K 0.09%
15,289
-2,656
106
$579K 0.09%
4,732
-87
107
$564K 0.08%
8,025
-624
108
$550K 0.08%
4,679
+485
109
$548K 0.08%
13,390
-3,740
110
$541K 0.08%
3,661
111
$528K 0.08%
11,432
-138
112
$511K 0.08%
9,178
-1,828
113
$497K 0.07%
3,568
-260
114
$490K 0.07%
13,460
-660
115
$485K 0.07%
10,389
-423
116
$474K 0.07%
2,275
-50
117
$464K 0.07%
9,538
+1,682
118
$459K 0.07%
2,920
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119
$455K 0.07%
5,760
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120
$441K 0.07%
1,315
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121
$440K 0.07%
7,620
122
$438K 0.06%
8,862
-623
123
$435K 0.06%
7,314
-1,000
124
$434K 0.06%
20,357
-190
125
$423K 0.06%
7,072
3 4
5
6 7