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
551
$8K ﹤0.01%
182
552
$8K ﹤0.01%
234
553
$8K ﹤0.01%
500
554
$8K ﹤0.01%
1,805
555
$8K ﹤0.01%
150
556
$7K ﹤0.01%
57
557
$7K ﹤0.01%
100
558
$7K ﹤0.01%
+61
559
$7K ﹤0.01%
1,550
560
$7K ﹤0.01%
111
561
$6K ﹤0.01%
114
-343
562
$6K ﹤0.01%
392
563
$6K ﹤0.01%
100
564
$6K ﹤0.01%
154
565
$5K ﹤0.01%
66
566
$5K ﹤0.01%
164
567
$5K ﹤0.01%
115
568
$5K ﹤0.01%
228
569
$5K ﹤0.01%
175
-134
570
$5K ﹤0.01%
980
571
$5K ﹤0.01%
90
-465
572
$5K ﹤0.01%
90
573
$5K ﹤0.01%
350
574
$5K ﹤0.01%
+87
575
$5K ﹤0.01%
80
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