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
626
$1K ﹤0.01%
6
-170
627
$1K ﹤0.01%
+4
628
$1K ﹤0.01%
6
629
$1K ﹤0.01%
23
-277
630
$1K ﹤0.01%
13
-520
631
$1K ﹤0.01%
+28
632
$1K ﹤0.01%
35
633
$1K ﹤0.01%
11
634
$1K ﹤0.01%
90
635
$1K ﹤0.01%
+7
636
$1K ﹤0.01%
+23
637
$1K ﹤0.01%
32
638
$1K ﹤0.01%
2
639
$1K ﹤0.01%
17
640
– –
-125
641
– –
-196
642
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-140
643
– –
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644
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-38
645
– –
-8,640
646
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-750
647
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-36
648
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-290
649
– –
-1,378
650
$0 ﹤0.01%
4
-887
24 25
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27 28