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
$346M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.83M
3
+$5.35M
4
MSFT icon
Microsoft
MSFT
+$4.32M
5
CVX icon
Chevron
CVX
+$4.31M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.36%
2 Financials 7.89%
3 Consumer Staples 6.62%
4 Industrials 6.44%
5 Healthcare 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.07%
+4,880
77
$225K 0.07%
+3,000
78
$215K 0.06%
+3,590
79
$207K 0.06%
+18,746
80
$205K 0.06%
+3,108
81
$202K 0.06%
+3,300
82
$200K 0.06%
+6,288
83
$179K 0.05%
+11,567
84
$101K 0.03%
+16,200
85
$51K 0.01%
+17,160
86
$15K ﹤0.01%
+173
1 2 3
4