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
$1.04B
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$8.34M
3
+$1.53M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.21M
5
MSFT icon
Microsoft
MSFT
+$1.21M

Top Sells

1
+$10.3M
2
+$4.2M
3
+$2.03M
4
NOW icon
ServiceNow
NOW
+$1.84M
5
GS icon
Goldman Sachs
GS
+$1.76M

Sector Composition

1 Technology 23.98%
2 Industrials 13.81%
3 Financials 11.91%
4 Consumer Discretionary 8.04%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$227K 0.02%
2,935
-408
202
$225K 0.02%
5,553
203
$224K 0.02%
2,046
204
$220K 0.02%
409
-61
205
$215K 0.02%
543
206
$211K 0.02%
3,408
207
$209K 0.02%
737
+1
208
$203K 0.02%
+3,892
209
$194K 0.02%
12,802
210
$62.4K 0.01%
+20,996
211
– –
-6,191
212
– –
-1,040
213
– –
-1,212
214
– –
-26,533
215
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-1,200
216
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-5,179
217
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-902
218
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-5,271
219
– –
-2,750
220
– –
-450
221
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-2,302
222
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-1,502
223
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-295
224
– –
-1,388
225
– –
-6,352
6 7 8
9
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