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
101
$615K 0.13%
3,103
-33
102
$603K 0.13%
15,501
+507
103
$597K 0.13%
10,111
-1,555
104
$559K 0.12%
5,324
-1,426
105
$534K 0.11%
4,020
-76
106
$525K 0.11%
20,228
107
$502K 0.11%
10,486
-497
108
$501K 0.11%
68,109
109
$495K 0.11%
7,521
-143
110
$490K 0.11%
10,120
-100
111
$486K 0.1%
7,131
112
$470K 0.1%
3,094
113
$456K 0.1%
11,629
-666
114
$453K 0.1%
9,317
-2,474
115
$450K 0.1%
3,805
116
$441K 0.09%
5,293
+33
117
$440K 0.09%
2,339
118
$440K 0.09%
3,390
-223
119
$437K 0.09%
11,380
+200
120
$433K 0.09%
12,934
-5,050
121
$430K 0.09%
4,000
122
$429K 0.09%
1,581
-30
123
$419K 0.09%
1,510
-66
124
$419K 0.09%
11,995
125
$418K 0.09%
7,344
+31
3 4
5
6 7