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
376
$99K 0.02%
1,232
377
$99K 0.02%
536
+23
378
$97K 0.02%
4
379
$97K 0.02%
1,850
380
$97K 0.02%
1,598
381
$96K 0.02%
1,934
-829
382
$96K 0.02%
690
383
$95K 0.02%
1,188
+1,048
384
$95K 0.02%
1,956
385
$94K 0.02%
2,097
386
$94K 0.02%
1,606
+1,190
387
$93K 0.02%
4,060
-772
388
$93K 0.02%
2,360
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%
3,343
-130
400
$85K 0.02%
2,445
-725
14 15
16
17 18