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
1
$143M 16.67%
2,713,217
+5,627
2
$40.2M 4.7%
142,626
+2,850
3
$34M 3.98%
240,567
+7,129
4
$26.1M 3.05%
60,636
+87
5
$22.5M 2.63%
136,860
+7,520
6
$21.2M 2.48%
266,148
+3,246
7
$18.8M 2.19%
182,474
+1,645
8
$18.1M 2.12%
140,932
-2,946
9
$17.2M 2%
29,801
+797
10
$16.3M 1.9%
36,180
+274
11
$16M 1.87%
48,706
+3,075
12
$15.7M 1.83%
95,848
+2,389
13
$15.6M 1.82%
70,087
+5,306
14
$15.3M 1.78%
138,528
+6,197
15
$15.2M 1.78%
113,880
-3,100
16
$14.2M 1.66%
36,280
+517
17
$13.8M 1.61%
95,169
+3,008
18
$13.6M 1.59%
80,306
+4,423
19
$13.2M 1.54%
23,123
+306
20
$13.2M 1.54%
38,855
+1,275
21
$12.4M 1.44%
33,148
+1,057
22
$12.3M 1.44%
30
23
$12M 1.4%
61,733
+1,185
24
$11.6M 1.36%
92,784
+5,140
25
$11.1M 1.3%
186,841
-903
1
2 3 4 5