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
1001
$1K ﹤0.01%
50
-50
1002
$1K ﹤0.01%
+40
1003
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+58
1004
$1K ﹤0.01%
+42
1005
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+20
1006
$1K ﹤0.01%
+78
1007
$1K ﹤0.01%
38
-132
1008
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+93
1009
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+33
1010
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+5
1011
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+19
1012
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1013
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1014
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1015
$1K ﹤0.01%
+10
1016
$1K ﹤0.01%
+20
1017
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+55
1018
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1019
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+24
1020
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36
1021
$1K ﹤0.01%
+19
1022
$1K ﹤0.01%
+9
1023
$1K ﹤0.01%
+16
1024
$1K ﹤0.01%
+44
1025
$1K ﹤0.01%
18
-76
39 40
41
42 43