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
501
$17K ﹤0.01%
185
502
$17K ﹤0.01%
650
503
$17K ﹤0.01%
1,665
-2,179
504
$16K ﹤0.01%
154
505
$16K ﹤0.01%
450
-160
506
$16K ﹤0.01%
1,249
-3,622
507
$16K ﹤0.01%
185
508
$16K ﹤0.01%
1,725
509
$15K ﹤0.01%
6,515
510
$15K ﹤0.01%
129
-10
511
$15K ﹤0.01%
36
512
$15K ﹤0.01%
287
513
$15K ﹤0.01%
500
514
$15K ﹤0.01%
1,150
515
$15K ﹤0.01%
1,000
516
$15K ﹤0.01%
740
517
$14K ﹤0.01%
229
518
$14K ﹤0.01%
650
519
$14K ﹤0.01%
+357
520
$14K ﹤0.01%
316
521
$14K ﹤0.01%
148
522
$14K ﹤0.01%
1,800
+500
523
$13K ﹤0.01%
30
524
$13K ﹤0.01%
+2,200
525
$13K ﹤0.01%
400
19 20
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