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
651
$3K ﹤0.01%
+100
652
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+36
653
$3K ﹤0.01%
221
-24
654
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59
-58
655
$3K ﹤0.01%
+59
656
$3K ﹤0.01%
+90
657
$3K ﹤0.01%
+188
658
$3K ﹤0.01%
+76
659
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+86
660
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20
-4
661
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38
+11
662
$3K ﹤0.01%
+63
663
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52
-948
664
$3K ﹤0.01%
+18
665
$3K ﹤0.01%
138
+68
666
$3K ﹤0.01%
+83
667
$3K ﹤0.01%
100
668
$3K ﹤0.01%
+80
669
$3K ﹤0.01%
66
670
$3K ﹤0.01%
92
-2,108
671
$3K ﹤0.01%
39
-108
672
$3K ﹤0.01%
+29
673
$3K ﹤0.01%
225
+75
674
$3K ﹤0.01%
+59
675
$3K ﹤0.01%
105
25 26
27
28 29