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
451
$27K 0.01%
+470
452
$27K 0.01%
1,245
453
$26K 0.01%
350
454
$26K 0.01%
250
+170
455
$26K 0.01%
1,982
456
$26K 0.01%
1,900
457
$25K 0.01%
457
458
$24K 0.01%
1,100
459
$24K 0.01%
+1,400
460
$24K 0.01%
+448
461
$24K 0.01%
750
462
$23K ﹤0.01%
158
+8
463
$23K ﹤0.01%
288
464
$23K ﹤0.01%
+178
465
$23K ﹤0.01%
3,802
-3,321
466
$23K ﹤0.01%
1,559
467
$22K ﹤0.01%
200
468
$22K ﹤0.01%
+232
469
$22K ﹤0.01%
1,107
470
$22K ﹤0.01%
500
471
$22K ﹤0.01%
734
472
$21K ﹤0.01%
400
473
$21K ﹤0.01%
280
474
$21K ﹤0.01%
625
475
$21K ﹤0.01%
390
17 18
19
20 21