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
901
$1K ﹤0.01%
+65
902
$1K ﹤0.01%
+51
903
$1K ﹤0.01%
57
-2,690
904
$1K ﹤0.01%
+18
905
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+22
906
$1K ﹤0.01%
+49
907
$1K ﹤0.01%
35
908
$1K ﹤0.01%
8
-18
909
$1K ﹤0.01%
+17
910
$1K ﹤0.01%
+37
911
$1K ﹤0.01%
+40
912
$1K ﹤0.01%
+6
913
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+16
914
$1K ﹤0.01%
+99
915
$1K ﹤0.01%
+14
916
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59
917
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20
-82
918
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+11
919
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+12
920
$1K ﹤0.01%
+31
921
$1K ﹤0.01%
+12
922
$1K ﹤0.01%
+8
923
$1K ﹤0.01%
+79
924
$1K ﹤0.01%
+12
925
$1K ﹤0.01%
90
35 36
37
38 39