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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
851
– –
-255
852
– –
-1,095
853
– –
-2,300
854
– –
-740
855
– –
-14
856
– –
-70
857
$0 ﹤0.01%
16
858
$0 ﹤0.01%
48
-8,704
859
– –
-3,800
860
– –
-16,245
861
– –
-112
862
– –
-180
863
– –
-45,432
864
– –
-2,503
865
$0 ﹤0.01%
8
866
– –
-1,020
867
– –
-1,250
868
– –
-130
869
– –
-4,300
870
$0 ﹤0.01%
4
871
$0 ﹤0.01%
25
872
– –
-1,800
873
– –
-1,245
874
– –
-3
875
– –
-1,850
32 33 34
35
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