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
Health Care Select Sector SPDR Fund
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
26
$4.01M 0.86%
55,288
+597
27
$3.88M 0.83%
202,452
-2,073
28
$3.87M 0.83%
19,557
+3,255
29
$3.65M 0.78%
46,076
+5,993
30
$3.58M 0.77%
61,488
-563
31
$3.54M 0.76%
113,153
+2,726
32
$3.34M 0.72%
21,774
-450
33
$3.27M 0.7%
55,674
-85
34
$3.26M 0.7%
30,174
+219
35
$3.2M 0.69%
28,293
-538
36
$3.19M 0.69%
77,343
-6,374
37
$3.17M 0.68%
25,418
-167
38
$3.14M 0.67%
14,156
+347
39
$3.12M 0.67%
25,097
-89
40
$2.96M 0.63%
1,581
-62
41
$2.94M 0.63%
83,427
+2,400
42
$2.9M 0.62%
74,625
-1,221
43
$2.74M 0.59%
49,585
+1,860
44
$2.7M 0.58%
20,389
-140
45
$2.42M 0.52%
69,228
-2,184
46
$2.4M 0.51%
39,184
-382
47
$2.22M 0.48%
223,282
48
$2.21M 0.47%
34,590
-1,195
49
$2.1M 0.45%
32,228
-770
50
$2.09M 0.45%
46,852
-2,078
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2
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