WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
+$5.33M
2
+$4.66M
3
+$4.52M
4
BKNG icon
Booking.com
BKNG
+$3.27M
5
NRG icon
NRG Energy
NRG
+$2.72M

Top Sells

1
+$4.89M
2
+$4.54M
3
+$3.33M
4
SO icon
Southern Company
SO
+$2.62M
5
EXPD icon
Expeditors International
EXPD
+$1.92M

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%
1,335
502
$43K 0.01%
5,728
+1,028
503
$43K 0.01%
950
504
$43K 0.01%
1,150
-85
505
$43K 0.01%
1,320
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%
970
-500
524
$38K 0.01%
+134
525
$38K 0.01%
300
19 20
21
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