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
176
– –
-4,196
177
– –
-17,830
178
– –
-29,064
179
– –
-16,981
180
– –
-17,738
181
– –
-18,633
182
– –
-10,560
183
– –
-636
184
– –
-3,008
185
– –
-25,000
186
– –
-13,434
187
– –
-7,832
188
– –
-15,250
4 5 6 7
8