WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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 +$229K
2 +$206K
3 +$189K
4
AMZN icon
Amazon
AMZN
+$185K
5
DE icon
Deere & Co
DE
+$83.8K

Top Sells

1 +$8.71M
2 +$6.59M
3 +$5.96M
4
SBUX icon
Starbucks
SBUX
+$5.58M
5
PM icon
Philip Morris
PM
+$5.44M

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
126
-10,716
127
-16,200
128
$0 ﹤0.01%
1