WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$24.1M
3
+$18M
4
MSFT icon
Microsoft
MSFT
+$6.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.76M

Top Sells

1
+$3.83M
2
+$3.61M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.05M
5
GS icon
Goldman Sachs
GS
+$1.95M

Sector Composition

1 Technology 22.86%
2 Industrials 10.67%
3 Financials 10.02%
4 Consumer Discretionary 6.6%
5 Healthcare 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.26M 0.17%
12,803
77
$2.26M 0.17%
34,170
-698
78
$2.26M 0.17%
14,531
+3,013
79
$2.22M 0.16%
44,873
+5,127
80
$2.16M 0.16%
25,215
81
$2.16M 0.16%
8,855
+1,406
82
$1.99M 0.15%
3,252
+50
83
$1.98M 0.14%
55,752
-4,626
84
$1.79M 0.13%
100,341
85
$1.77M 0.13%
28,891
-5,542
86
$1.75M 0.13%
22,771
87
$1.7M 0.12%
5,790
-328
88
$1.66M 0.12%
10,258
-3,204
89
$1.64M 0.12%
19,523
+258
90
$1.6M 0.12%
16,518
-7,047
91
$1.51M 0.11%
28,839
92
$1.51M 0.11%
68,620
-1
93
$1.44M 0.11%
29,404
-14,280
94
$1.41M 0.1%
6,538
+2
95
$1.26M 0.09%
10,463
-216
96
$1.19M 0.09%
10,469
+2,240
97
$1.16M 0.09%
11,457
98
$1.14M 0.08%
22,550
-2,235
99
$1.13M 0.08%
3,721
-1,785
100
$1.1M 0.08%
3,210
+37
2 3
4
5 6