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
176
$215K 0.03%
2,182
-79
177
$212K 0.03%
2,700
178
$208K 0.02%
4,967
179
$208K 0.02%
2,814
180
$204K 0.02%
+2,261
181
$203K 0.02%
+4,061
182
$187K 0.02%
10,672
-549
183
$145K 0.02%
12,647
-534
184
$80K 0.01%
823
185
$51K 0.01%
556
186
$35K ﹤0.01%
99
187
– –
-3,981
188
– –
-143,320
189
– –
-757
190
– –
-1,336
191
– –
-9,878
192
– –
-2,026
193
– –
-143,200
194
– –
-47,250
4 5 6 7
8