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
626
$4K ﹤0.01%
110
+21
627
$4K ﹤0.01%
78
+33
628
$4K ﹤0.01%
128
+22
629
$4K ﹤0.01%
+4
630
$4K ﹤0.01%
+370
631
$4K ﹤0.01%
140
-860
632
$4K ﹤0.01%
162
-24
633
$4K ﹤0.01%
+70
634
$4K ﹤0.01%
195
635
$4K ﹤0.01%
+106
636
$4K ﹤0.01%
27
637
$4K ﹤0.01%
81
-5
638
$4K ﹤0.01%
172
639
$4K ﹤0.01%
+128
640
$4K ﹤0.01%
+59
641
$4K ﹤0.01%
139
642
$4K ﹤0.01%
+96
643
$4K ﹤0.01%
144
644
$4K ﹤0.01%
20
-82
645
$3K ﹤0.01%
27
-29
646
$3K ﹤0.01%
188
-172
647
$3K ﹤0.01%
+40
648
$3K ﹤0.01%
22
-3
649
$3K ﹤0.01%
25
+4
650
$3K ﹤0.01%
184
24 25
26
27 28