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
401
$85K 0.02%
2,445
-725
402
$85K 0.02%
1,440
403
$84K 0.02%
1,940
+495
404
$84K 0.02%
4,433
405
$84K 0.02%
1,790
-460
406
$82K 0.02%
10,560
407
$82K 0.02%
1,600
408
$79K 0.02%
625
409
$78K 0.02%
2,078
+763
410
$77K 0.02%
1,227
-400
411
$77K 0.02%
1,756
-128
412
$77K 0.02%
620
+200
413
$77K 0.02%
2,380
414
$77K 0.02%
795
415
$77K 0.02%
8,930
416
$76K 0.02%
1,621
417
$76K 0.02%
5,856
418
$75K 0.02%
1,684
419
$75K 0.02%
1,287
+215
420
$75K 0.02%
1,305
+100
421
$75K 0.02%
910
422
$75K 0.02%
440
+246
423
$74K 0.02%
644
+80
424
$74K 0.02%
2,133
425
$73K 0.01%
1,000
15 16
17
18 19