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
$1.36B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$24.1M
3
+$18M
4
MSFT icon
Microsoft
MSFT
+$6.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.76M

Top Sells

1
+$3.83M
2
+$3.61M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.05M
5
GS icon
Goldman Sachs
GS
+$1.95M

Sector Composition

1 Technology 22.86%
2 Industrials 10.67%
3 Financials 10.02%
4 Consumer Discretionary 6.6%
5 Healthcare 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.93M 0.43%
18,068
-3,800
52
$5.88M 0.43%
7,707
+728
53
$5.51M 0.4%
21,657
-3,925
54
$5.28M 0.39%
98,845
+35,108
55
$4.68M 0.34%
16,646
-97
56
$4.53M 0.33%
9,008
+37
57
$4.39M 0.32%
90,767
-76,256
58
$3.67M 0.27%
47,836
-3,913
59
$3.63M 0.27%
49,436
-10,954
60
$3.5M 0.26%
58,457
-1,852
61
$3.12M 0.23%
38,000
-1,417
62
$2.94M 0.22%
15,832
-225
63
$2.82M 0.21%
30,239
-1,569
64
$2.74M 0.2%
20,430
+178
65
$2.7M 0.2%
11,660
+903
66
$2.62M 0.19%
35,684
-1,908
67
$2.61M 0.19%
16,122
+1
68
$2.52M 0.18%
101,083
-26,064
69
$2.44M 0.18%
47,302
-2,245
70
$2.42M 0.18%
49,804
71
$2.4M 0.18%
7,499
72
$2.37M 0.17%
24,860
73
$2.3M 0.17%
13,104
-23
74
$2.3M 0.17%
35,210
75
$2.28M 0.17%
16,013
+4,557
1 2
3
4 5