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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
$459M
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.3M
3
+$11.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.37M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$7.19M

Top Sells

1
+$6.42M
2
+$1.55M
3
+$1.54M
4
CSX icon
CSX Corp
CSX
+$1.53M
5
CAT icon
Caterpillar
CAT
+$1.44M

Sector Composition

1 Industrials 25.23%
2 Financials 10.24%
3 Healthcare 8.1%
4 Technology 6.19%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-5,000
777
– –
-1,950
778
– –
-1,070
779
– –
-553
780
$0 ﹤0.01%
+8
781
– –
-12,624
782
– –
-1,488
783
– –
-690
784
– –
-1,574
785
– –
-1,050
786
$0 ﹤0.01%
1
787
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-2,140
788
– –
-1,000
789
– –
-300
790
$0 ﹤0.01%
18
791
– –
-500
792
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-302
793
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-11
794
– –
-7,895
795
$0 ﹤0.01%
8
796
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-198
797
– –
-340
798
– –
-300
799
$0 ﹤0.01%
4
800
– –
-171
30 31
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