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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
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$6.9M
3
+$2.05M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.76M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.9M
2
+$1.65M
3
+$722K
4
STZ icon
Constellation Brands
STZ
+$710K
5
MSFT icon
Microsoft
MSFT
+$656K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
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752
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753
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-94
754
– –
-2,174
755
– –
-427
756
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-138
757
– –
-263
758
– –
-195
759
– –
-2,325
760
$0 ﹤0.01%
6
761
$0 ﹤0.01%
1
762
– –
-1,323
763
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-45
764
– –
-30
765
– –
-600
766
$0 ﹤0.01%
12
767
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-41
768
– –
-11,944
769
$0 ﹤0.01%
4
770
– –
-2,015
771
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-75
772
– –
-8,046
773
– –
-726
774
– –
-190
775
– –
-400
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