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
$466M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$884K
3
+$644K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$475K
5
BPFH
Boston Private Financial Holdings, Inc.
BPFH
+$259K

Top Sells

1
+$406K
2
+$263K
3
+$239K
4
META icon
Meta Platforms (Facebook)
META
+$236K
5
INTC icon
Intel
INTC
+$232K

Sector Composition

1 Industrials 33.65%
2 Financials 12.21%
3 Technology 8.33%
4 Healthcare 7.7%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$86K 0.02%
1,435
302
$86K 0.02%
1,170
-50
303
$86K 0.02%
1,881
304
$85K 0.02%
1,864
-155
305
$84K 0.02%
1,800
306
$84K 0.02%
1,320
-245
307
$83K 0.02%
901
-1,557
308
$82K 0.02%
1,505
309
$82K 0.02%
1,196
+811
310
$82K 0.02%
1,360
311
$82K 0.02%
952
-40
312
$81K 0.02%
3,820
-2,275
313
$81K 0.02%
1,415
-95
314
$81K 0.02%
500
315
$81K 0.02%
1,821
+419
316
$80K 0.02%
2,920
317
$79K 0.02%
785
-55
318
$78K 0.02%
1,190
319
$78K 0.02%
1,974
320
$76K 0.02%
1,690
321
$75K 0.02%
1,675
322
$75K 0.02%
1,320
323
$75K 0.02%
12,100
+7,489
324
$74K 0.02%
910
325
$73K 0.02%
4,433
11 12
13
14 15