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
$856M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$1.24M
3
+$1.19M
4
V icon
Visa
V
+$1.18M
5
HD icon
Home Depot
HD
+$1.01M

Top Sells

1
+$6.86M
2
+$680K
3
+$504K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$414K
5
AMAT icon
Applied Materials
AMAT
+$379K

Sector Composition

1 Industrials 22.59%
2 Technology 19.34%
3 Financials 13.32%
4 Healthcare 9.48%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$445K 0.05%
1,037
+92
127
$439K 0.05%
5,940
128
$429K 0.05%
2,949
129
$419K 0.05%
9,021
-927
130
$418K 0.05%
+2,493
131
$408K 0.05%
8,840
132
$395K 0.05%
1,650
133
$391K 0.05%
+1,875
134
$386K 0.05%
7,356
+160
135
$386K 0.05%
+4,918
136
$378K 0.04%
+7,289
137
$369K 0.04%
4,672
+1,858
138
$367K 0.04%
+10,311
139
$360K 0.04%
+5,909
140
$353K 0.04%
1,797
-40
141
$345K 0.04%
4,731
-751
142
$342K 0.04%
2,654
-592
143
$340K 0.04%
4,886
+2
144
$336K 0.04%
7,150
+747
145
$330K 0.04%
3,993
+1
146
$322K 0.04%
1,927
+2
147
$321K 0.04%
2,625
148
$319K 0.04%
1,001
+1
149
$318K 0.04%
8,672
-383
150
$312K 0.04%
3,182
4 5
6
7 8