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
201
$195K 0.04%
7,910
-1,920
202
$194K 0.04%
2,265
203
$192K 0.04%
2,468
+1,683
204
$185K 0.04%
2,660
205
$185K 0.04%
7,062
206
$184K 0.04%
3,250
207
$184K 0.04%
3,610
+2,610
208
$184K 0.04%
4,778
209
$184K 0.04%
1,652
-100
210
$184K 0.04%
12,187
211
$184K 0.04%
4,094
212
$184K 0.04%
6,327
213
$184K 0.04%
1,700
214
$183K 0.04%
2,749
-220
215
$181K 0.04%
1,920
+227
216
$180K 0.04%
8,929
217
$177K 0.04%
1,389
-22
218
$169K 0.04%
2,106
+1,915
219
$168K 0.04%
2,800
220
$167K 0.04%
395
-154
221
$167K 0.04%
1,600
222
$166K 0.04%
2,667
-488
223
$164K 0.04%
68
-16
224
$161K 0.03%
2,099
225
$160K 0.03%
3,067
+1,575
7 8
9
10 11