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
$673M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.21M
3
+$569K
4
SEND
SendGrid, Inc.
SEND
+$537K
5
HFWA icon
Heritage Financial
HFWA
+$485K

Top Sells

1
+$48.3M
2
+$8.96M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.79M
5
COST icon
Costco
COST
+$1.14M

Sector Composition

1 Industrials 25.82%
2 Technology 13.06%
3 Healthcare 12.67%
4 Financials 12.28%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$522K 0.08%
7,084
+62
127
$522K 0.08%
6,478
-2,126
128
$520K 0.08%
21,081
129
$518K 0.08%
16,557
-93
130
$504K 0.07%
1,734
+330
131
$488K 0.07%
11,054
+104
132
$487K 0.07%
4,203
-340
133
$484K 0.07%
2,950
+369
134
$471K 0.07%
6,696
-47
135
$466K 0.07%
13,143
-2,091
136
$464K 0.07%
8,278
+730
137
$459K 0.07%
3,300
138
$452K 0.07%
5,845
-717
139
$452K 0.07%
10,200
-340
140
$451K 0.07%
8,034
-2,046
141
$437K 0.06%
16,607
+172
142
$433K 0.06%
14,807
+152
143
$430K 0.06%
9,776
+112
144
$428K 0.06%
8,124
145
$426K 0.06%
2,503
+27
146
$423K 0.06%
4,268
-700
147
$422K 0.06%
12,058
+119
148
$418K 0.06%
4,239
+1,628
149
$418K 0.06%
2,351
-191
150
$411K 0.06%
1,161
-1,270
4 5
6
7 8