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
1
$161M 19.09%
2,707,590
-1,560
2
$37.9M 4.49%
139,776
-1,895
3
$32M 3.79%
233,438
-396
4
$26M 3.08%
60,549
-1,472
5
$22.2M 2.64%
129,340
+3,340
6
$20.5M 2.43%
143,878
-19,946
7
$17M 2.01%
29,004
+241
8
$17M 2.01%
180,829
+2,228
9
$16.3M 1.93%
262,902
-600
10
$15.1M 1.79%
64,781
+1,214
11
$14.8M 1.75%
132,331
+1,765
12
$14.6M 1.72%
45,631
+530
13
$14.5M 1.72%
93,459
-728
14
$14.3M 1.7%
35,763
-770
15
$14.3M 1.69%
116,980
-3,520
16
$14.2M 1.69%
92,161
+3,923
17
$14.2M 1.68%
35,906
-170
18
$13.3M 1.58%
75,883
+54
19
$13.1M 1.55%
37,580
-41
20
$12.6M 1.49%
30
+1
21
$12.3M 1.45%
32,091
-612
22
$11.5M 1.36%
22,817
-147
23
$11.3M 1.34%
60,548
-137
24
$10.9M 1.3%
31,002
-1,908
25
$10.9M 1.29%
28,786
-687
1
2 3 4 5