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
676
$3K ﹤0.01%
20
-4
677
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38
+11
678
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+59
679
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105
680
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681
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33
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682
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+74
683
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684
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+33
685
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686
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+107
687
$3K ﹤0.01%
75
688
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689
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400
690
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50
691
$2K ﹤0.01%
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692
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693
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694
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695
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696
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697
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698
$2K ﹤0.01%
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699
$2K ﹤0.01%
26
-44
700
$2K ﹤0.01%
+14
26 27
28
29 30