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
151
$397K 0.06%
7,351
+33
152
$392K 0.06%
5,103
+60
153
$390K 0.06%
4,879
-146
154
$389K 0.06%
4,414
+157
155
$389K 0.06%
2,492
156
$385K 0.06%
7,098
-1,043
157
$385K 0.06%
2,966
-343
158
$384K 0.06%
8,931
-503
159
$375K 0.06%
+4,137
160
$368K 0.05%
11,409
-7,575
161
$364K 0.05%
21,725
+270
162
$362K 0.05%
1,142
+8
163
$361K 0.05%
6,286
+970
164
$357K 0.05%
5,757
+39
165
$352K 0.05%
7,478
+4,144
166
$347K 0.05%
4,335
-1,241
167
$340K 0.05%
19,875
+243
168
$335K 0.05%
10,460
169
$333K 0.05%
4,319
-1,339
170
$331K 0.05%
8,508
+121
171
$322K 0.05%
2,897
+41
172
$321K 0.05%
10,629
+144
173
$316K 0.05%
1,751
+191
174
$316K 0.05%
2,270
175
$312K 0.05%
5,112
-3,611
5 6
7
8 9