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
101
$773K 0.09%
20,228
-129
102
$757K 0.09%
34,861
-10,106
103
$734K 0.09%
2,716
-162
104
$697K 0.08%
3,176
-693
105
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10,228
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106
$680K 0.08%
13,200
-130
107
$678K 0.08%
4,539
-44
108
$678K 0.08%
11,613
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109
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110
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111
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112
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113
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114
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8,335
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115
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2,612
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116
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117
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118
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3,661
119
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4,616
120
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9,948
-1,437
121
$464K 0.06%
3,246
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122
$461K 0.05%
7,304
123
$438K 0.05%
1,650
-56
124
$435K 0.05%
2,949
125
$432K 0.05%
5,940
3 4
5
6 7