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
151
$310K 0.04%
2,551
-113
152
$289K 0.03%
1,670
153
$288K 0.03%
1,930
-118
154
$288K 0.03%
+1,583
155
$286K 0.03%
6,579
-1,021
156
$281K 0.03%
1,407
+1
157
$280K 0.03%
+1,447
158
$278K 0.03%
+1,346
159
$274K 0.03%
4,776
160
$269K 0.03%
5,550
-990
161
$264K 0.03%
4,259
-497
162
$261K 0.03%
987
163
$256K 0.03%
+3,187
164
$255K 0.03%
+1,532
165
$255K 0.03%
+1,690
166
$253K 0.03%
1,000
167
$253K 0.03%
+2,254
168
$252K 0.03%
+7,561
169
$251K 0.03%
+1,132
170
$251K 0.03%
2,771
-75,780
171
$250K 0.03%
+2,317
172
$250K 0.03%
+61
173
$247K 0.03%
+5,662
174
$246K 0.03%
+4,430
175
$246K 0.03%
2,720
+3
5 6
7
8 9