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
126
$577K 0.04%
2,046
+179
127
$547K 0.04%
2,793
-702
128
$547K 0.04%
4,396
+174
129
$531K 0.04%
18,839
130
$524K 0.04%
767
-9
131
$511K 0.04%
11,780
132
$506K 0.04%
1,370
-6
133
$505K 0.04%
5,304
+129
134
$504K 0.04%
3,014
135
$494K 0.04%
1,390
-171
136
$491K 0.04%
12,966
-18,180
137
$484K 0.04%
970
-12
138
$478K 0.04%
796
139
$473K 0.03%
1,675
-105
140
$470K 0.03%
1,907
-152
141
$462K 0.03%
1,390
+49
142
$454K 0.03%
951
-22
143
$449K 0.03%
2,204
-4,929
144
$436K 0.03%
6,013
145
$433K 0.03%
946
+120
146
$431K 0.03%
10,433
+605
147
$426K 0.03%
16,729
+798
148
$421K 0.03%
1,573
149
$408K 0.03%
+41,700
150
$406K 0.03%
5,151
-2,465
4 5
6
7 8