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
176
$260K 0.06%
4,000
-350
177
$259K 0.06%
+16,850
178
$249K 0.05%
4,750
179
$243K 0.05%
5,612
+515
180
$242K 0.05%
6,084
181
$242K 0.05%
10,035
182
$241K 0.05%
4,040
+16
183
$241K 0.05%
3,130
-630
184
$240K 0.05%
2,811
-218
185
$234K 0.05%
2,988
-90
186
$228K 0.05%
5,000
187
$226K 0.05%
933
188
$220K 0.05%
+4,400
189
$211K 0.05%
4,065
190
$209K 0.04%
3,266
-70
191
$207K 0.04%
2,560
-37
192
$207K 0.04%
3,854
-196
193
$205K 0.04%
3,945
-226
194
$203K 0.04%
1,670
195
$199K 0.04%
3,481
196
$199K 0.04%
2,685
-831
197
$198K 0.04%
12,514
+227
198
$197K 0.04%
3,165
+635
199
$196K 0.04%
2,767
+550
200
$196K 0.04%
4,208
6 7
8
9 10