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
$1.19B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$28.6M
3
+$19.9M
4
MSFT icon
Microsoft
MSFT
+$16M
5
NVDA icon
NVIDIA
NVDA
+$15.6M

Top Sells

1
+$17.4M
2
+$16.7M
3
+$15.2M
4
NOW icon
ServiceNow
NOW
+$12.3M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.79M

Sector Composition

1 Technology 23.13%
2 Industrials 11.82%
3 Financials 11.51%
4 Consumer Discretionary 7.28%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.06M 0.51%
25,582
+514
52
$5.69M 0.48%
54,157
+5,730
53
$5.44M 0.46%
6,979
-102
54
$4.36M 0.37%
8,971
-240
55
$4.17M 0.35%
60,390
-3,101
56
$3.83M 0.32%
13,000
57
$3.76M 0.32%
51,749
-18,643
58
$3.66M 0.31%
16,743
-60
59
$3.44M 0.29%
60,309
+1,415
60
$3.15M 0.27%
127,147
+117,280
61
$3.07M 0.26%
63,737
-876
62
$2.94M 0.25%
16,121
+123
63
$2.84M 0.24%
31,808
+13,050
64
$2.75M 0.23%
20,252
-155
65
$2.63M 0.22%
9,398
+316
66
$2.45M 0.21%
16,057
-1,879
67
$2.45M 0.21%
13,127
+23
68
$2.34M 0.2%
49,547
-6,379
69
$2.33M 0.2%
24,860
70
$2.23M 0.19%
23,565
-782
71
$2.18M 0.18%
35,210
-272
72
$2.15M 0.18%
49,804
73
$2.14M 0.18%
7,499
74
$2.13M 0.18%
43,684
+28,987
75
$2.07M 0.17%
39,417
-4,083
1 2
3
4 5