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
126
$418K 0.09%
9,200
-260
127
$417K 0.09%
10,221
+1,031
128
$417K 0.09%
3,002
-565
129
$416K 0.09%
9,350
-181
130
$409K 0.09%
12,794
+21
131
$407K 0.09%
4,058
-430
132
$405K 0.09%
11,650
+945
133
$401K 0.09%
16,809
+33
134
$396K 0.08%
3,250
135
$396K 0.08%
13,570
+36
136
$386K 0.08%
4,803
-1,650
137
$373K 0.08%
10,912
-4,504
138
$373K 0.08%
6,628
139
$367K 0.08%
4,231
140
$366K 0.08%
4,893
+16
141
$365K 0.08%
3,895
+32
142
$364K 0.08%
4,674
+439
143
$359K 0.08%
4,254
+1,490
144
$359K 0.08%
7,040
145
$352K 0.08%
4,861
+47
146
$348K 0.07%
3,392
+12
147
$347K 0.07%
10,460
148
$346K 0.07%
1,985
-225
149
$343K 0.07%
9,985
150
$335K 0.07%
7,754
-341
4 5
6
7 8