WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$4.01M
3
+$2.9M
4
PLD icon
Prologis
PLD
+$2.79M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$775K

Top Sells

1
+$3.76M
2
+$3.57M
3
+$2.44M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$264K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
+100
602
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89
+9
603
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+48
604
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+13
605
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153
+1
606
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+12
607
$5K ﹤0.01%
700
608
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71
+21
609
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167
610
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+98
611
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+339
612
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613
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45
+20
614
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23
+5
615
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200
616
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100
-18
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250
618
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80
+32
619
$4K ﹤0.01%
114
620
$4K ﹤0.01%
52
+12
621
$4K ﹤0.01%
115
-250
622
$4K ﹤0.01%
+5
623
$4K ﹤0.01%
151
-37
624
$4K ﹤0.01%
+40
625
$4K ﹤0.01%
+510
23 24
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