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
$55.1K
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$206K
3
+$189K
4
AMZN icon
Amazon
AMZN
+$185K
5
DE icon
Deere & Co
DE
+$83.8K

Top Sells

1
+$8.71M
2
+$6.59M
3
+$5.96M
4
SBUX icon
Starbucks
SBUX
+$5.58M
5
PM icon
Philip Morris
PM
+$5.44M

Sector Composition

1 Healthcare 11.53%
2 Financials 10.2%
3 Industrials 9.54%
4 Technology 8.88%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
– –
-16,482
2
– –
-13,742
3
– –
-25,481
4
– –
-38,799
5
– –
-6,773
6
– –
-80,900
7
$855 1.55%
2
8
– –
-62,240
9
$702 1.27%
366
-12,677
10
– –
-5,565
11
– –
-228,872
12
– –
-5,444
13
– –
-21,346
14
– –
-22,896
15
– –
0
16
$518 0.94%
267
-3,859
17
– –
-145,917
18
– –
-8,488
19
– –
-7,135
20
– –
-12,849
21
– –
-56,144
22
– –
-141,186
23
– –
-54,206
24
– –
-36,263
25
– –
-37,472
1
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