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
$844M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$2.4M
3
+$848K
4
NKE icon
Nike
NKE
+$606K
5
AMZN icon
Amazon
AMZN
+$574K

Top Sells

1
+$7.58M
2
+$4M
3
+$2.84M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$2.42M
5
DE icon
Deere & Co
DE
+$673K

Sector Composition

1 Industrials 24.83%
2 Technology 18.33%
3 Financials 13.11%
4 Healthcare 9.05%
5 Consumer Discretionary 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$405K 0.05%
945
-28
127
$403K 0.05%
5,482
-87
128
$399K 0.05%
6,553
-29
129
$394K 0.05%
1,000
130
$390K 0.05%
7,196
-518
131
$378K 0.04%
2,664
-20
132
$372K 0.04%
984
-17
133
$346K 0.04%
1,837
-969
134
$343K 0.04%
4,884
+272
135
$340K 0.04%
3,992
136
$337K 0.04%
6,403
-122
137
$336K 0.04%
8,840
+919
138
$332K 0.04%
10,460
139
$326K 0.04%
3,182
140
$322K 0.04%
7,600
+422
141
$318K 0.04%
1,925
-48
142
$312K 0.04%
6,540
+800
143
$304K 0.04%
2,048
-286
144
$302K 0.04%
1,670
145
$302K 0.04%
2,625
146
$294K 0.03%
9,055
-2,270
147
$293K 0.03%
4,776
148
$287K 0.03%
4,756
-18
149
$269K 0.03%
123
-1
150
$269K 0.03%
1,406
-32
4 5
6
7 8