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
$703M
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.5M
3
+$8.49M
4
UNP icon
Union Pacific
UNP
+$5.42M
5
PCH icon
PotlatchDeltic
PCH
+$3.26M

Top Sells

1
+$8.8M
2
+$4.83M
3
+$1.54M
4
HAL icon
Halliburton
HAL
+$1.27M
5
MO icon
Altria Group
MO
+$858K

Sector Composition

1 Industrials 26.7%
2 Technology 12.94%
3 Financials 12.63%
4 Healthcare 8.64%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.35M 1.19%
52,321
-753
27
$8.12M 1.16%
121,260
-800
28
$7.41M 1.05%
124,288
-40
29
$7.39M 1.05%
32,124
-329
30
$7.07M 1.01%
32,157
-885
31
$7.01M 1%
3,416
-53
32
$7M 1%
78,141
-1,905
33
$6.97M 0.99%
21,410
-94
34
$6.91M 0.98%
39,875
-760
35
$6.46M 0.92%
34,048
-246
36
$6.3M 0.9%
104,144
-1,548
37
$6.2M 0.88%
143,320
+75,377
38
$6.02M 0.86%
33,285
+29,995
39
$5.53M 0.79%
110,804
-17,194
40
$5.49M 0.78%
59,302
+1,343
41
$4.81M 0.68%
22,583
-1,601
42
$4.57M 0.65%
51,275
-1,489
43
$4.56M 0.65%
403,456
-4,594
44
$4.34M 0.62%
109,255
-1,088
45
$3.88M 0.55%
32,360
-142
46
$3.86M 0.55%
182,381
-10,625
47
$3.77M 0.54%
52,065
-21,236
48
$3.58M 0.51%
21,916
+1,384
49
$3.52M 0.5%
37,564
-1,978
50
$3.21M 0.46%
40,431
-1,731
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2
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