WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
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
+$1.01M
2
+$884K
3
+$644K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$475K
5
BPFH
Boston Private Financial Holdings, Inc.
BPFH
+$259K

Top Sells

1
+$406K
2
+$263K
3
+$239K
4
META icon
Meta Platforms (Facebook)
META
+$236K
5
INTC icon
Intel
INTC
+$232K

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
51
$2.04M 0.44%
15,358
+158
52
$1.98M 0.42%
18,947
-1,909
53
$1.82M 0.39%
49,804
54
$1.8M 0.39%
14,200
55
$1.79M 0.38%
26,592
-315
56
$1.79M 0.38%
104,084
+1,453
57
$1.78M 0.38%
62,589
+880
58
$1.75M 0.37%
45,910
+26,521
59
$1.72M 0.37%
53,809
+398
60
$1.7M 0.36%
32,677
-20
61
$1.63M 0.35%
10,213
+89
62
$1.58M 0.34%
18,859
+364
63
$1.53M 0.33%
35,744
-1,241
64
$1.52M 0.33%
11,477
-857
65
$1.5M 0.32%
11,071
+70
66
$1.46M 0.31%
8,389
+37
67
$1.4M 0.3%
20,991
+1,298
68
$1.4M 0.3%
57,849
-253
69
$1.36M 0.29%
32,913
+2,434
70
$1.35M 0.29%
11,492
-140
71
$1.31M 0.28%
7,789
+21
72
$1.26M 0.27%
10,935
-855
73
$1.25M 0.27%
10,326
74
$1.19M 0.25%
24,831
+324
75
$1.19M 0.25%
6,882
+759
1 2
3
4 5