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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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$6.9M
3
+$2.05M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.76M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.9M
2
+$1.65M
3
+$722K
4
STZ icon
Constellation Brands
STZ
+$710K
5
MSFT icon
Microsoft
MSFT
+$656K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10K ﹤0.01%
213
527
$10K ﹤0.01%
120
-110
528
$10K ﹤0.01%
100
529
$10K ﹤0.01%
170
530
$10K ﹤0.01%
250
-196
531
$10K ﹤0.01%
434
532
$10K ﹤0.01%
66
533
$10K ﹤0.01%
1,200
534
$10K ﹤0.01%
3,150
535
$10K ﹤0.01%
201
536
$10K ﹤0.01%
724
537
$10K ﹤0.01%
211
538
$10K ﹤0.01%
80
539
$9K ﹤0.01%
80
540
$9K ﹤0.01%
250
541
$9K ﹤0.01%
7
542
$9K ﹤0.01%
168
543
$9K ﹤0.01%
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544
$8K ﹤0.01%
1,000
545
$8K ﹤0.01%
60
546
$8K ﹤0.01%
100
547
$8K ﹤0.01%
200
-2,774
548
$8K ﹤0.01%
+156
549
$8K ﹤0.01%
136
550
$8K ﹤0.01%
402
-201
20 21
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