WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$466M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$884K
3
+$644K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$475K
5
BPFH
Boston Private Financial Holdings, Inc.
BPFH
+$259K

Top Sells

1
+$406K
2
+$263K
3
+$239K
4
META icon
Meta Platforms (Facebook)
META
+$236K
5
INTC icon
Intel
INTC
+$232K

Sector Composition

1 Industrials 33.65%
2 Financials 12.21%
3 Technology 8.33%
4 Healthcare 7.7%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.25%
8,043
-587
77
$1.13M 0.24%
33,515
-6,866
78
$1.08M 0.23%
7,655
-143
79
$1.05M 0.23%
8,841
-7
80
$1.04M 0.22%
8,094
-133
81
$996K 0.21%
7,795
-9
82
$978K 0.21%
32,535
-1,165
83
$968K 0.21%
267,960
84
$932K 0.2%
13,816
85
$853K 0.18%
10,369
86
$834K 0.18%
6,564
-150
87
$829K 0.18%
22,970
-202
88
$826K 0.18%
18,415
-211
89
$814K 0.17%
7,960
90
$813K 0.17%
19,680
+450
91
$782K 0.17%
10,442
92
$769K 0.17%
5,021
-300
93
$732K 0.16%
12,221
+479
94
$721K 0.15%
14,652
95
$712K 0.15%
4,205
-884
96
$708K 0.15%
12,886
+49
97
$700K 0.15%
8,308
98
$644K 0.14%
8,224
+124
99
$626K 0.13%
5,659
-63
100
$618K 0.13%
5,678
-1,362
2 3
4
5 6