WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
+$836K
2
+$288K
3
+$230K
4
NVR icon
NVR
NVR
+$212K
5
DHR icon
Danaher
DHR
+$205K

Top Sells

1
+$2.01M
2
+$1.09M
3
+$1.09M
4
MDU icon
MDU Resources
MDU
+$646K
5
PGR icon
Progressive
PGR
+$619K

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
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180
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183
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-25,000
184
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185
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-7,832
186
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187
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-35,371
188
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-1,600
4 5 6 7
8