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
$492M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.01M
3
+$4.83M
4
BKNG icon
Booking.com
BKNG
+$3.28M
5
NRG icon
NRG Energy
NRG
+$2.94M

Top Sells

1
+$4.79M
2
+$4.76M
3
+$3.06M
4
SO icon
Southern Company
SO
+$2.69M
5
EXPD icon
Expeditors International
EXPD
+$1.97M

Sector Composition

1 Financials 17.25%
2 Industrials 14.51%
3 Technology 13.92%
4 Healthcare 10.33%
5 Energy 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$207K 0.04%
3,572
-700
227
$206K 0.04%
2,466
228
$205K 0.04%
3,545
229
$205K 0.04%
2,685
230
$204K 0.04%
1,267
231
$203K 0.04%
4,792
232
$200K 0.04%
8,416
233
$197K 0.04%
1,640
-580
234
$197K 0.04%
12,400
235
$197K 0.04%
4,500
236
$194K 0.04%
2,355
-500
237
$193K 0.04%
4,845
238
$191K 0.04%
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239
$191K 0.04%
5,690
240
$190K 0.04%
925
241
$189K 0.04%
1,130
242
$189K 0.04%
5,000
243
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244
$188K 0.04%
6,575
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245
$187K 0.04%
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246
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1,700
247
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4,202
248
$185K 0.04%
4,330
249
$182K 0.04%
5,098
250
$182K 0.04%
4,049
-145
8 9
10
11 12