WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$24.1M
3
+$18M
4
MSFT icon
Microsoft
MSFT
+$6.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.76M

Top Sells

1
+$3.83M
2
+$3.61M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.05M
5
GS icon
Goldman Sachs
GS
+$1.95M

Sector Composition

1 Technology 22.86%
2 Industrials 10.67%
3 Financials 10.02%
4 Consumer Discretionary 6.6%
5 Healthcare 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 1.16%
78,388
+5,875
27
$14.6M 1.07%
46,586
-3,421
28
$14.5M 1.06%
63,154
+2,799
29
$13.9M 1.02%
30,299
+826
30
$13.5M 0.99%
17,831
-293
31
$12.8M 0.94%
132,875
-1,500
32
$12.6M 0.92%
150,081
-7,846
33
$12.4M 0.91%
395,806
+26,525
34
$11.7M 0.86%
29,809
+566
35
$11.6M 0.85%
35,821
+3,314
36
$11.2M 0.82%
54,929
-244
37
$10.8M 0.79%
58,660
+3,505
38
$10.8M 0.79%
31,173
-396
39
$8.67M 0.64%
50,931
-2,173
40
$8.66M 0.63%
199,948
+1,179
41
$8.59M 0.63%
76,228
+1,806
42
$8.16M 0.6%
60,629
+912
43
$8.05M 0.59%
65,057
+303
44
$7.28M 0.53%
11,550
-447
45
$6.99M 0.51%
138,462
-8,137
46
$6.74M 0.49%
14,183
-156
47
$6.65M 0.49%
38,464
-270
48
$6.47M 0.47%
86,995
-14,617
49
$6.38M 0.47%
67,501
-3,036
50
$6.22M 0.46%
54,309
+152
1
2
3 4 5