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
776
$2K ﹤0.01%
+41
777
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+41
778
$2K ﹤0.01%
+68
779
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780
$2K ﹤0.01%
116
+102
781
$2K ﹤0.01%
+182
782
$2K ﹤0.01%
+39
783
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+43
784
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37
-15
785
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786
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22
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787
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788
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19
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789
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790
$2K ﹤0.01%
+86
791
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50
792
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793
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794
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795
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+42
796
$2K ﹤0.01%
+66
797
$1K ﹤0.01%
+12
798
$1K ﹤0.01%
+29
799
$1K ﹤0.01%
+19
800
$1K ﹤0.01%
+38
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