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
526
$13K ﹤0.01%
280
527
$12K ﹤0.01%
3,070
528
$12K ﹤0.01%
250
529
$12K ﹤0.01%
175
530
$12K ﹤0.01%
3,150
531
$12K ﹤0.01%
6,300
532
$12K ﹤0.01%
213
533
$12K ﹤0.01%
550
-1,920
534
$12K ﹤0.01%
99
535
$11K ﹤0.01%
95
-103
536
$11K ﹤0.01%
345
537
$11K ﹤0.01%
100
538
$11K ﹤0.01%
362
+139
539
$10K ﹤0.01%
434
-2,656
540
$10K ﹤0.01%
187
541
$10K ﹤0.01%
211
542
$10K ﹤0.01%
200
-1,043
543
$10K ﹤0.01%
47
544
$9K ﹤0.01%
7
545
$9K ﹤0.01%
240
-498
546
$9K ﹤0.01%
168
547
$9K ﹤0.01%
350
-400
548
$9K ﹤0.01%
98
549
$8K ﹤0.01%
189
-3
550
$8K ﹤0.01%
246
20 21
22
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