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
351
$62K 0.01%
1,610
-100
352
$62K 0.01%
889
-3,094
353
$61K 0.01%
929
354
$61K 0.01%
2,445
-554
355
$59K 0.01%
1,320
-80
356
$57K 0.01%
806
-272
357
$57K 0.01%
779
+29
358
$57K 0.01%
180
359
$57K 0.01%
1,969
+9
360
$57K 0.01%
505
-24
361
$56K 0.01%
500
362
$56K 0.01%
3,074
+534
363
$56K 0.01%
1,098
+713
364
$55K 0.01%
450
365
$55K 0.01%
399
366
$54K 0.01%
1,809
367
$53K 0.01%
964
368
$53K 0.01%
700
-26
369
$53K 0.01%
800
370
$53K 0.01%
1,323
-74
371
$52K 0.01%
1,454
-100
372
$52K 0.01%
1,560
373
$51K 0.01%
577
-180
374
$51K 0.01%
240
375
$51K 0.01%
1,195
-725
13 14
15
16 17