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
1
$119M 25.62%
2,712,825
-338
2
$17.8M 3.82%
73,065
-575
3
$11.4M 2.44%
218,971
-376
4
$7.89M 1.69%
105,894
+214
5
$7.43M 1.59%
107,740
-2,023
6
$7.19M 1.54%
80,978
-609
7
$7.05M 1.51%
46,682
-1,566
8
$7.01M 1.5%
194,780
-6,144
9
$6.9M 1.48%
148,380
-2,700
10
$6.17M 1.32%
28,374
+264
11
$5.98M 1.28%
37,045
-512
12
$5.91M 1.27%
123,364
-300
13
$5.86M 1.26%
23
14
$5.56M 1.19%
42,948
+1,016
15
$5.49M 1.18%
60,020
+69
16
$5.48M 1.18%
86,024
-186
17
$5.01M 1.07%
57,440
+168
18
$4.76M 1.02%
85,992
+338
19
$4.73M 1.02%
25,523
-761
20
$4.52M 0.97%
98,939
-1,388
21
$4.34M 0.93%
86,583
+1,888
22
$4.14M 0.89%
25,884
+5,524
23
$4.09M 0.88%
50,660
-582
24
$4.08M 0.88%
21,088
-292
25
$4.06M 0.87%
38,217
-472
1
2 3 4 5