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
176
$297K 0.02%
6,000
177
$296K 0.02%
6,200
178
$282K 0.02%
+4,254
179
$277K 0.02%
1,825
+9
180
$273K 0.02%
2,466
181
$269K 0.02%
868
182
$269K 0.02%
770
+54
183
$265K 0.02%
+227
184
$260K 0.02%
1,073
185
$259K 0.02%
2,928
186
$250K 0.02%
1,574
187
$246K 0.02%
+3,000
188
$234K 0.02%
470
-72
189
$229K 0.02%
740
190
$228K 0.02%
+3,000
191
$227K 0.02%
13,956
-437
192
$225K 0.02%
+750
193
$224K 0.02%
2,808
-648
194
$223K 0.02%
3,384
-349
195
$210K 0.02%
1,506
196
$206K 0.02%
+595
197
$203K 0.01%
+4,538
198
$203K 0.01%
1,021
-93
199
$26.5K ﹤0.01%
1,750
200
– –
-805
5 6 7
8
9