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
326
$124K 0.03%
7,143
327
$122K 0.02%
1,947
+344
328
$121K 0.02%
+1,155
329
$121K 0.02%
3,150
-1,100
330
$121K 0.02%
4,000
331
$121K 0.02%
2,600
+500
332
$121K 0.02%
6,000
333
$119K 0.02%
1,911
-230
334
$118K 0.02%
1,284
-280
335
$118K 0.02%
1,963
+16
336
$117K 0.02%
2,000
337
$117K 0.02%
2,485
338
$117K 0.02%
102
+23
339
$116K 0.02%
3,690
340
$116K 0.02%
1,400
341
$115K 0.02%
12,111
+12,110
342
$115K 0.02%
5,016
343
$114K 0.02%
800
344
$114K 0.02%
1,464
345
$114K 0.02%
2,820
346
$113K 0.02%
2,190
347
$112K 0.02%
3,468
-1,000
348
$112K 0.02%
945
-79
349
$110K 0.02%
751
350
$108K 0.02%
970
12 13
14
15 16