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
376
$51K 0.01%
1,746
377
$51K 0.01%
313
378
$50K 0.01%
3,606
379
$50K 0.01%
+3,370
380
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618
381
$48K 0.01%
1,900
382
$47K 0.01%
2,740
-139
383
$46K 0.01%
+695
384
$46K 0.01%
750
385
$45K 0.01%
3,230
386
$45K 0.01%
1,000
387
$45K 0.01%
+2,000
388
$45K 0.01%
340
389
$44K 0.01%
960
-390
390
$41K 0.01%
450
391
$41K 0.01%
650
392
$41K 0.01%
630
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393
$41K 0.01%
300
394
$41K 0.01%
325
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395
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$40K 0.01%
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397
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398
$40K 0.01%
435
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399
$40K 0.01%
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400
$40K 0.01%
805
+15
14 15
16
17 18