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
$55.1K
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$206K
3
+$189K
4
AMZN icon
Amazon
AMZN
+$185K
5
DE icon
Deere & Co
DE
+$83.8K

Top Sells

1
+$8.71M
2
+$6.59M
3
+$5.96M
4
SBUX icon
Starbucks
SBUX
+$5.58M
5
PM icon
Philip Morris
PM
+$5.44M

Sector Composition

1 Healthcare 11.53%
2 Financials 10.2%
3 Industrials 9.54%
4 Technology 8.88%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-87,355
52
$329 0.6%
+200
53
– –
-8,107
54
– –
-100,757
55
– –
-58,965
56
– –
-57,639
57
– –
-137,114
58
– –
-4,530
59
– –
-22,160
60
– –
-3,600
61
– –
-180,042
62
– –
-111,483
63
– –
-8,000
64
– –
-58,752
65
– –
-39,446
66
– –
0
67
– –
-5,810
68
– –
0
69
– –
-73,211
70
– –
-58,181
71
$275 0.5%
750
-4,417
72
– –
-55,493
73
– –
0
74
– –
-25,198
75
$260 0.47%
9,315
-3,131
1 2
3
4 5