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
476
$51K 0.01%
2,190
477
$50K 0.01%
14,400
478
$50K 0.01%
948
+374
479
$50K 0.01%
4,670
480
$49K 0.01%
392
481
$49K 0.01%
820
482
$48K 0.01%
1,536
483
$48K 0.01%
621
484
$47K 0.01%
1,519
+48
485
$47K 0.01%
+1,563
486
$47K 0.01%
1,427
487
$47K 0.01%
500
488
$47K 0.01%
1,466
489
$47K 0.01%
1,378
-1,628
490
$47K 0.01%
464
491
$47K 0.01%
1,105
492
$47K 0.01%
1,079
-10,786
493
$46K 0.01%
3,680
494
$45K 0.01%
+400
495
$45K 0.01%
705
496
$45K 0.01%
1,330
497
$45K 0.01%
4,000
+1,000
498
$44K 0.01%
599
499
$44K 0.01%
1,086
-12
500
$43K 0.01%
1,320
18 19
20
21 22