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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
826
$0 ﹤0.01%
1
-122
827
– –
-450
828
– –
-28
829
– –
-2
830
– –
-1,150
831
– –
-1
832
– –
-1,680
833
$0 ﹤0.01%
7
834
– –
-1,150
835
– –
-148
836
$0 ﹤0.01%
12
837
– –
-5,500
838
$0 ﹤0.01%
4
-150
839
$0 ﹤0.01%
3
840
– –
-5
841
– –
-170
842
– –
-4,600
843
– –
-340
844
– –
-964
845
$0 ﹤0.01%
+6
846
– –
-96
847
$0 ﹤0.01%
4
848
$0 ﹤0.01%
5
849
– –
-1,186
850
– –
-200
32 33
34
35 36