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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$4.01M
3
+$2.9M
4
PLD icon
Prologis
PLD
+$2.79M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$775K

Top Sells

1
+$3.76M
2
+$3.57M
3
+$2.44M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$264K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
+61
752
$2K ﹤0.01%
+53
753
$2K ﹤0.01%
+24
754
$2K ﹤0.01%
+80
755
$2K ﹤0.01%
+26
756
$2K ﹤0.01%
+10
757
$2K ﹤0.01%
+45
758
$2K ﹤0.01%
100
759
$2K ﹤0.01%
+35
760
$2K ﹤0.01%
+35
761
$2K ﹤0.01%
+68
762
$2K ﹤0.01%
130
-225
763
$2K ﹤0.01%
+300
764
$2K ﹤0.01%
72
765
$2K ﹤0.01%
+53
766
$2K ﹤0.01%
+51
767
$2K ﹤0.01%
50
-36
768
$2K ﹤0.01%
+32
769
$2K ﹤0.01%
+74
770
$2K ﹤0.01%
+50
771
$2K ﹤0.01%
145
-1,855
772
$2K ﹤0.01%
+80
773
$2K ﹤0.01%
+58
774
$2K ﹤0.01%
300
775
$2K ﹤0.01%
+278
29 30
31
32 33