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
176
$243K 0.03%
+1,190
177
$242K 0.03%
4,208
178
$242K 0.03%
882
-17
179
$242K 0.03%
+916
180
$242K 0.03%
+2,521
181
$242K 0.03%
11,112
+440
182
$240K 0.03%
50
183
$238K 0.03%
+849
184
$238K 0.03%
2,529
+4
185
$235K 0.03%
5,921
186
$235K 0.03%
10,872
+1,000
187
$226K 0.03%
1,700
188
$226K 0.03%
+3,710
189
$226K 0.03%
+1,740
190
$224K 0.03%
925
191
$223K 0.03%
8,571
-335
192
$220K 0.03%
13,143
193
$218K 0.03%
+3,006
194
$217K 0.03%
5,707
195
$217K 0.03%
4,096
196
$215K 0.03%
+659
197
$213K 0.02%
2,624
-357
198
$213K 0.02%
2,700
199
$212K 0.02%
2,530
+269
200
$209K 0.02%
+9,878
5 6 7
8
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