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%
+47
902
$1K ﹤0.01%
+35
903
– –
0
904
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+74
905
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+16
906
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907
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+16
908
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+8
909
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910
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911
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+11
912
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2
913
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914
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19
-35
915
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+30
916
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+12
917
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+75
918
$1K ﹤0.01%
+67
919
$1K ﹤0.01%
+47
920
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+27
921
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7
-14
922
$1K ﹤0.01%
+84
923
$1K ﹤0.01%
+34
924
$1K ﹤0.01%
+22
925
$1K ﹤0.01%
+11
35 36
37
38 39