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
601
$3K ﹤0.01%
54
602
$3K ﹤0.01%
25
603
$3K ﹤0.01%
184
604
$2K ﹤0.01%
11
-15
605
$2K ﹤0.01%
40
606
$2K ﹤0.01%
25
607
$2K ﹤0.01%
72
608
$2K ﹤0.01%
50
609
$2K ﹤0.01%
26
610
$2K ﹤0.01%
106
-399
611
$2K ﹤0.01%
26
612
$2K ﹤0.01%
45
613
$2K ﹤0.01%
44
-143
614
$2K ﹤0.01%
66
615
$2K ﹤0.01%
100
616
$1K ﹤0.01%
8
617
$1K ﹤0.01%
+7
618
$1K ﹤0.01%
+17
619
$1K ﹤0.01%
67
620
$1K ﹤0.01%
+8
621
$1K ﹤0.01%
67
622
$1K ﹤0.01%
+8
623
$1K ﹤0.01%
25
624
$1K ﹤0.01%
111
625
$1K ﹤0.01%
+6
23 24
25
26 27