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
$55.1K
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$206K
3
+$189K
4
AMZN icon
Amazon
AMZN
+$185K
5
DE icon
Deere & Co
DE
+$83.8K

Top Sells

1
+$8.71M
2
+$6.59M
3
+$5.96M
4
SBUX icon
Starbucks
SBUX
+$5.58M
5
PM icon
Philip Morris
PM
+$5.44M

Sector Composition

1 Healthcare 11.53%
2 Financials 10.2%
3 Industrials 9.54%
4 Technology 8.88%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-42,943
77
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-3,000
78
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-139,808
79
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0
80
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-18,746
81
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-7,004
82
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-23,646
83
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-216,627
84
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0
85
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-3,519
86
– –
-4,250
87
$243 0.44%
+13,160
88
$241 0.44%
+962
89
– –
0
90
$234 0.42%
+990
91
– –
-11,000
92
– –
0
93
$232 0.42%
+2,780
94
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-9,213
95
$228 0.41%
+443
96
– –
-4,226
97
$225 0.41%
+692
98
– –
0
99
– –
-29,929
100
– –
-4,544
2 3
4
5 6