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
$55.1K
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$329
2 +$243
3 +$241
4
DE icon
Deere & Co
DE
+$234
5
MA icon
Mastercard
MA
+$232

Top Sells

1 +$8.75M
2 +$6.12M
3 +$5.44M
4
SBUX icon
Starbucks
SBUX
+$5.43M
5
PM icon
Philip Morris
PM
+$5.39M

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
-1
128
-16,200
129
$0 ﹤0.01%
1