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
101
$1.08M 0.08%
10,510
-16
102
$1.08M 0.08%
19,858
-42
103
$1.03M 0.08%
4,351
104
$1.01M 0.07%
7,207
-2,995
105
$986K 0.07%
6,356
-34
106
$918K 0.07%
4,383
-1,143
107
$914K 0.07%
9,327
-334
108
$908K 0.07%
1,865
109
$906K 0.07%
20,328
110
$901K 0.07%
13,167
-1,013
111
$891K 0.07%
1,153
+7
112
$883K 0.06%
9,662
-2,726
113
$821K 0.06%
1,233
-227
114
$798K 0.06%
6,292
+3,000
115
$780K 0.06%
2,654
+36
116
$780K 0.06%
5,551
-697
117
$730K 0.05%
8,993
-516
118
$687K 0.05%
5,864
-4,844
119
$677K 0.05%
3,086
120
$629K 0.05%
2,559
121
$621K 0.05%
4,177
-8,915
122
$619K 0.05%
4,715
+3,084
123
$616K 0.05%
12,564
+637
124
$611K 0.04%
6,371
125
$594K 0.04%
2,279
3 4
5
6 7