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
526
$38K 0.01%
300
527
$38K 0.01%
1,550
528
$38K 0.01%
1,092
529
$38K 0.01%
784
530
$37K 0.01%
1,800
531
$37K 0.01%
+450
532
$37K 0.01%
800
533
$37K 0.01%
1,000
534
$37K 0.01%
950
+100
535
$36K 0.01%
500
536
$36K 0.01%
300
537
$36K 0.01%
914
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538
$36K 0.01%
488
539
$35K 0.01%
1,200
-888
540
$35K 0.01%
640
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541
$35K 0.01%
900
542
$35K 0.01%
1,449
543
$35K 0.01%
+410
544
$35K 0.01%
3,171
545
$35K 0.01%
5,000
546
$35K 0.01%
500
547
$34K 0.01%
4,750
548
$34K 0.01%
3,639
549
$34K 0.01%
700
550
$34K 0.01%
1,005
+435
20 21
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