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
426
$73K 0.01%
867
427
$72K 0.01%
1,500
428
$71K 0.01%
2,680
429
$69K 0.01%
2,800
430
$69K 0.01%
2,141
431
$68K 0.01%
532
-675
432
$68K 0.01%
1,319
+105
433
$67K 0.01%
1,793
434
$67K 0.01%
1,396
+500
435
$67K 0.01%
391
436
$67K 0.01%
273
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437
$66K 0.01%
100
438
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1,420
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439
$64K 0.01%
1,108
-1,774
440
$64K 0.01%
1,331
441
$63K 0.01%
1,388
+138
442
$63K 0.01%
4,130
+1,150
443
$62K 0.01%
958
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444
$62K 0.01%
865
445
$62K 0.01%
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446
$62K 0.01%
690
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447
$62K 0.01%
1,644
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448
$61K 0.01%
1,150
-18
449
$60K 0.01%
1,465
450
$60K 0.01%
+1,237
16 17
18
19 20