WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+13.79%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$627M
AUM Growth
-$134M
(-18%)
Cap. Flow
-$223M
Cap. Flow
% of AUM
-35.48%
Top 10 Holdings %
Top 10 Hldgs %
38.66%
Holding
669
New
37
Increased
128
Reduced
181
Closed
68
Top Buys
| 1 |
Linde
LIN
|
+$4.72M |
| 2 |
DXC Technology
DXC
|
+$4.57M |
| 3 |
Invesco
IVZ
|
+$3.74M |
| 4 |
Altria Group
MO
|
+$3.32M |
| 5 |
Kinder Morgan
KMI
|
+$1.42M |
Top Sells
Sector Composition
| 1 | Industrials | 27.28% |
| 2 | Technology | 13.5% |
| 3 | Financials | 12.22% |
| 4 | Healthcare | 9.47% |
| 5 | Consumer Staples | 6.85% |
