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
826
$1K ﹤0.01%
+44
827
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+42
828
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+68
829
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+69
830
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+65
831
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+51
832
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57
-2,690
833
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834
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835
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+49
836
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35
837
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8
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838
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839
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+37
840
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+40
841
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+6
842
$1K ﹤0.01%
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843
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+99
844
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+14
845
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59
846
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20
-82
847
$1K ﹤0.01%
+11
848
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+12
849
$1K ﹤0.01%
+31
850
$1K ﹤0.01%
+12
32 33
34
35 36