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
501
$43K 0.01%
+1,395
502
$43K 0.01%
1,335
503
$43K 0.01%
5,728
+1,028
504
$43K 0.01%
950
505
$43K 0.01%
1,150
-85
506
$42K 0.01%
294
507
$42K 0.01%
2,250
508
$42K 0.01%
500
509
$41K 0.01%
1,100
510
$41K 0.01%
2,835
511
$41K 0.01%
1,600
+440
512
$41K 0.01%
800
513
$41K 0.01%
2,280
514
$41K 0.01%
2,300
515
$40K 0.01%
3,844
516
$40K 0.01%
240
517
$40K 0.01%
7,795
+3,525
518
$39K 0.01%
1,612
+582
519
$39K 0.01%
1,000
520
$39K 0.01%
2,880
+570
521
$39K 0.01%
450
+250
522
$39K 0.01%
700
523
$38K 0.01%
1,500
524
$38K 0.01%
970
-500
525
$38K 0.01%
+134
19 20
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