WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+11.96%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$676M
AUM Growth
+$47.2M
(+7.5%)
Cap. Flow
-$19.8M
Cap. Flow
% of AUM
-2.94%
Top 10 Holdings %
Top 10 Hldgs %
46.01%
Holding
188
New
6
Increased
28
Reduced
102
Closed
18
Top Buys
| 1 |
Amazon
AMZN
|
$834K |
| 2 |
Visa
V
|
$288K |
| 3 |
Johnson Controls International
JCI
|
$241K |
| 4 |
NVR
NVR
|
$225K |
| 5 |
Danaher
DHR
|
$219K |
Top Sells
| 1 |
Apple
AAPL
|
$2.13M |
| 2 |
Advanced Micro Devices
AMD
|
$1.21M |
| 3 |
Thermo Fisher Scientific
TMO
|
$1.17M |
| 4 |
Deere & Co
DE
|
$688K |
| 5 |
Progressive
PGR
|
$652K |
Sector Composition
| 1 | Industrials | 28.79% |
| 2 | Technology | 17.43% |
| 3 | Financials | 11.08% |
| 4 | Healthcare | 8.95% |
| 5 | Consumer Discretionary | 8.22% |
