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
$521M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$4.46M
3
+$3.25M
4
BALL icon
Ball Corp
BALL
+$2.26M
5
PGR icon
Progressive
PGR
+$2.1M

Top Sells

1
+$15.1M
2
+$10.5M
3
+$7.01M
4
NRG icon
NRG Energy
NRG
+$4.34M
5
MO icon
Altria Group
MO
+$3.68M

Sector Composition

1 Industrials 26.9%
2 Technology 15.25%
3 Financials 12.78%
4 Healthcare 9.58%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.52M 1.25%
78,801
+53,888
27
$6.13M 1.18%
101,964
-2,180
28
$5.94M 1.14%
80,439
+28,374
29
$5.86M 1.12%
42,376
+2,501
30
$5.81M 1.11%
77,399
-742
31
$5.36M 1.03%
124,217
-71
32
$5.26M 1.01%
36,665
+2,617
33
$5.22M 1%
64,612
+5,310
34
$5.19M 1%
54,267
+1,946
35
$5.12M 0.98%
33,135
+1,011
36
$5.01M 0.96%
35,506
+2,221
37
$4.54M 0.87%
32,722
+362
38
$4.5M 0.86%
143,320
39
$4.38M 0.84%
33,377
+1,220
40
$4.07M 0.78%
50,661
-614
41
$3.55M 0.68%
20,526
-2,057
42
$3.25M 0.62%
+27,202
43
$3.19M 0.61%
390,143
-13,313
44
$3.09M 0.59%
222,286
+39,905
45
$2.7M 0.52%
20,964
-952
46
$2.54M 0.49%
13,886
+3,083
47
$2.37M 0.45%
18,033
-2,809
48
$2.33M 0.45%
9,647
-157
49
$2.33M 0.45%
51,299
+13,735
50
$2.26M 0.43%
+34,903
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