WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$676M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$834K
2
+$288K
3
+$241K
4
NVR icon
NVR
NVR
+$225K
5
DHR icon
Danaher
DHR
+$219K

Top Sells

1
+$2.13M
2
+$1.21M
3
+$1.17M
4
DE icon
Deere & Co
DE
+$688K
5
PGR icon
Progressive
PGR
+$652K

Sector Composition

1 Industrials 28.39%
2 Technology 17.43%
3 Financials 11.08%
4 Healthcare 8.95%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$395K 0.06%
2,684
127
$376K 0.06%
1,756
128
$374K 0.06%
3,992
129
$335K 0.05%
2,980
130
$327K 0.05%
12,695
-691
131
$303K 0.04%
791
+71
132
$301K 0.04%
3,221
-12
133
$301K 0.04%
5,548
134
$294K 0.04%
4,354
135
$287K 0.04%
3,731
+221
136
$277K 0.04%
2,709
-159
137
$275K 0.04%
4,783
-674
138
$274K 0.04%
2,678
+275
139
$262K 0.04%
2,426
-582
140
$260K 0.04%
1,198
-417
141
$259K 0.04%
872
-50
142
$252K 0.04%
1,826
143
$248K 0.04%
9,128
-333
144
$247K 0.04%
1,000
145
$243K 0.04%
2,981
146
$242K 0.04%
9,878
147
$241K 0.04%
+5,881
148
$239K 0.04%
2,625
149
$233K 0.03%
3,946
-2,690
150
$229K 0.03%
1,700
4 5
6
7 8