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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
$697M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$1.46M
3
+$1.4M
4
KMI icon
Kinder Morgan
KMI
+$1.12M
5
SBUX icon
Starbucks
SBUX
+$992K

Top Sells

1
+$5.65M
2
+$3.17M
3
+$2.93M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.18M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.52M

Sector Composition

1 Industrials 24.1%
2 Financials 13.93%
3 Technology 11.51%
4 Healthcare 8.31%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
134
-78
752
$1K ﹤0.01%
74
-45
753
$1K ﹤0.01%
65
-1
754
$1K ﹤0.01%
17
755
$1K ﹤0.01%
10
-140
756
– –
-1,220
757
$0 ﹤0.01%
1
758
– –
-200
759
– –
-10
760
$0 ﹤0.01%
2
761
– –
-4,900
762
$0 ﹤0.01%
3
763
– –
-2,100
764
– –
-2,600
765
– –
-83
766
– –
-61
767
– –
-23,170
768
– –
-81,275
769
– –
-45
770
– –
-194
771
– –
-1,850
772
– –
-933
773
$0 ﹤0.01%
2
774
– –
-1,700
775
– –
-497
29 30
31
32 33