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
101
$781K 0.09%
7,156
-739
102
$781K 0.09%
7,715
-2,103
103
$731K 0.09%
5,520
+1,859
104
$710K 0.08%
3,550
+938
105
$710K 0.08%
3,340
+1,236
106
$676K 0.08%
2,298
107
$658K 0.08%
14,448
+438
108
$657K 0.08%
9,972
-256
109
$654K 0.08%
11,613
110
$627K 0.07%
30,735
-4,126
111
$625K 0.07%
18,230
+7,770
112
$620K 0.07%
+1,939
113
$607K 0.07%
2,861
-315
114
$602K 0.07%
4,501
-38
115
$593K 0.07%
7,964
116
$590K 0.07%
2,238
-32
117
$582K 0.07%
1,685
+701
118
$577K 0.07%
2,173
-543
119
$549K 0.06%
2,400
-138
120
$509K 0.06%
7,287
+3,437
121
$506K 0.06%
6,389
122
$477K 0.06%
5,550
+2,970
123
$476K 0.06%
4,616
124
$475K 0.06%
7,009
+456
125
$467K 0.05%
7,304
3 4
5
6 7