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
$319M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$518K
3
+$401K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$390K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$235K

Top Sells

1
+$12M
2
+$8.5M
3
+$7.67M
4
MJN
Mead Johnson Nutrition Company
MJN
+$4.57M
5
ABBV icon
AbbVie
ABBV
+$4.51M

Sector Composition

1 Industrials 16.39%
2 Financials 14.87%
3 Healthcare 12.21%
4 Technology 9.81%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$481K 0.15%
6,400
-244
127
$468K 0.15%
5,728
128
$461K 0.14%
13,417
129
$456K 0.14%
22,798
-1,849
130
$443K 0.14%
5,490
+1,065
131
$424K 0.13%
8,308
132
$424K 0.13%
4,330
+1,520
133
$421K 0.13%
4,536
+736
134
$417K 0.13%
6,390
-18,600
135
$415K 0.13%
7,456
136
$414K 0.13%
8,947
+142
137
$409K 0.13%
10,160
138
$402K 0.13%
88
-24
139
$397K 0.12%
9,549
-10,213
140
$389K 0.12%
15,267
-4,278
141
$386K 0.12%
7,082
+84
142
$385K 0.12%
6,157
-2,140
143
$383K 0.12%
4,551
-600
144
$383K 0.12%
3,773
-977
145
$382K 0.12%
4,529
-1,917
146
$381K 0.12%
1,153
-167
147
$378K 0.12%
5,690
-3,294
148
$377K 0.12%
5,952
-697
149
$376K 0.12%
5,841
150
$375K 0.12%
4,138
-1,261
4 5
6
7 8