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

Top Buys

1
+$5.33M
2
+$4.66M
3
+$4.52M
4
BKNG icon
Booking.com
BKNG
+$3.27M
5
NRG icon
NRG Energy
NRG
+$2.72M

Top Sells

1
+$4.89M
2
+$4.54M
3
+$3.33M
4
SO icon
Southern Company
SO
+$2.62M
5
EXPD icon
Expeditors International
EXPD
+$1.92M

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
376
$99K 0.02%
+1,250
377
$99K 0.02%
2,505
-1,245
378
$97K 0.02%
1,598
379
$97K 0.02%
1,850
380
$97K 0.02%
4
381
$96K 0.02%
690
382
$96K 0.02%
1,934
-829
383
$95K 0.02%
1,956
384
$95K 0.02%
1,188
+1,048
385
$94K 0.02%
1,606
+1,190
386
$94K 0.02%
2,097
387
$93K 0.02%
2,360
388
$93K 0.02%
4,060
-772
389
$92K 0.02%
1,042
390
$92K 0.02%
2,220
391
$91K 0.02%
850
392
$91K 0.02%
6,000
393
$90K 0.02%
+1,000
394
$89K 0.02%
7,200
395
$89K 0.02%
3,500
396
$87K 0.02%
1,468
397
$87K 0.02%
1,126
398
$86K 0.02%
1,290
399
$85K 0.02%
1,150
400
$85K 0.02%
3,343
-130
14 15
16
17 18