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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$6.9M
3
+$2.05M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.76M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.9M
2
+$1.65M
3
+$722K
4
STZ icon
Constellation Brands
STZ
+$710K
5
MSFT icon
Microsoft
MSFT
+$656K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
17
627
$1K ﹤0.01%
16
628
$1K ﹤0.01%
10
629
– –
-213
630
– –
-150
631
– –
-195
632
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633
$0 ﹤0.01%
4
634
– –
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635
$0 ﹤0.01%
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636
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637
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638
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639
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640
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-3,000
641
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642
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645
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646
$0 ﹤0.01%
4
647
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648
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650
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-142
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