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
1026
$1K ﹤0.01%
+58
1027
$1K ﹤0.01%
+40
1028
$1K ﹤0.01%
+34
1029
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+19
1030
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+55
1031
$1K ﹤0.01%
24
-60
1032
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14
-14
1033
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+5
1034
$1K ﹤0.01%
+100
1035
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+53
1036
$1K ﹤0.01%
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1037
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1038
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28
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1039
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+11
1040
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+9
1041
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1042
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+50
1043
$1K ﹤0.01%
20
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1044
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-36
1045
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+28
1046
$1K ﹤0.01%
+21
1047
$1K ﹤0.01%
+37
1048
$1K ﹤0.01%
+44
1049
$1K ﹤0.01%
+9
1050
$1K ﹤0.01%
42
-18
40 41
42
43 44