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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
$466M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$952K
2
+$938K
3
+$606K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$457K
5
BPFH
Boston Private Financial Holdings, Inc.
BPFH
+$261K

Top Sells

1
+$406K
2
+$271K
3
+$246K
4
EPD icon
Enterprise Products Partners
EPD
+$239K
5
META icon
Meta Platforms (Facebook)
META
+$233K

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
676
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677
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678
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$0 ﹤0.01%
3
681
$0 ﹤0.01%
1
-519
682
$0 ﹤0.01%
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683
$0 ﹤0.01%
7
684
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685
– –
-500
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688
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689
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690
$0 ﹤0.01%
4
691
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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
$0 ﹤0.01%
3
697
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698
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699
$0 ﹤0.01%
27
700
$0 ﹤0.01%
+4
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