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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
$684M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.7M
3
+$3.13M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.23M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.41M

Top Sells

1
+$6.2M
2
+$4.03M
3
+$1.03M
4
KMI icon
Kinder Morgan
KMI
+$610K
5
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$403K

Sector Composition

1 Industrials 25.57%
2 Financials 14.54%
3 Technology 11.14%
4 Healthcare 8.86%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
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752
– –
-4
753
$0 ﹤0.01%
16
754
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755
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8
756
– –
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757
$0 ﹤0.01%
1
758
– –
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759
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-241
760
$0 ﹤0.01%
2
761
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762
$0 ﹤0.01%
2
763
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-1,453
764
$0 ﹤0.01%
3
-195
765
$0 ﹤0.01%
111
766
$0 ﹤0.01%
+2
767
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768
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-948
769
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770
$0 ﹤0.01%
+20
771
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772
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773
– –
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774
$0 ﹤0.01%
4
775
– –
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