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
151
$267K 0.03%
4,208
152
$265K 0.03%
3,850
-95
153
$264K 0.03%
1,111
-34
154
$264K 0.03%
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155
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156
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2,981
157
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50
158
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987
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159
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160
$243K 0.03%
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161
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162
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163
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164
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165
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166
$236K 0.03%
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167
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170
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173
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174
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175
$220K 0.03%
2,580
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4 5 6
7
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