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
201
$234K 0.03%
2,573
202
$233K 0.03%
9,519
+173
203
$226K 0.03%
1,393
204
$224K 0.03%
4,777
205
$221K 0.03%
3,109
206
$219K 0.03%
1,500
+1,000
207
$219K 0.03%
1,670
208
$217K 0.03%
7,849
+1,981
209
$216K 0.03%
7,424
+496
210
$206K 0.03%
1,456
211
$201K 0.03%
3,000
212
$198K 0.03%
3,165
-3,165
213
$198K 0.03%
2,300
214
$195K 0.03%
2,248
-3,626
215
$194K 0.03%
3,824
216
$187K 0.03%
2,800
-2,500
217
$186K 0.03%
1,232
218
$183K 0.03%
1,381
-550
219
$182K 0.03%
2,310
-2,853
220
$182K 0.03%
2,104
-1,038
221
$182K 0.03%
1,791
222
$181K 0.03%
1,600
223
$179K 0.03%
2,309
+1,030
224
$176K 0.03%
+7,062
225
$175K 0.03%
9,878
7 8
9
10 11