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
151
$327K 0.07%
3,695
-110
152
$326K 0.07%
5,643
-331
153
$325K 0.07%
18,408
+255
154
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155
$322K 0.07%
8,318
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156
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5,044
157
$319K 0.07%
5,718
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158
$318K 0.07%
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159
$317K 0.07%
2,509
160
$317K 0.07%
2,860
161
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13,558
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162
$315K 0.07%
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163
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3,767
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164
$309K 0.07%
27,651
-2,710
165
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1,881
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166
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167
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168
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169
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5,010
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170
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171
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10,971
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172
$274K 0.06%
24,330
173
$271K 0.06%
5,542
-2,744
174
$264K 0.06%
1,085
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175
$263K 0.06%
1,800
5 6
7
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