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
1076
$1K ﹤0.01%
+21
1077
$1K ﹤0.01%
+43
1078
$1K ﹤0.01%
10
-20
1079
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+99
1080
$1K ﹤0.01%
+22
1081
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+16
1082
$1K ﹤0.01%
+22
1083
$1K ﹤0.01%
+39
1084
$1K ﹤0.01%
+15
1085
$1K ﹤0.01%
+8
1086
$1K ﹤0.01%
+32
1087
$1K ﹤0.01%
+28
1088
– –
-37
1089
– –
-6
1090
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-136
1091
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-160
1092
– –
-307
1093
$0 ﹤0.01%
+15
1094
$0 ﹤0.01%
+11
1095
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-66
1096
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-46
1097
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-10
1098
– –
-25
1099
$0 ﹤0.01%
40
1100
$0 ﹤0.01%
14
-41
42 43
44
45 46