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
551
$33K 0.01%
178
552
$32K 0.01%
940
553
$32K 0.01%
1,651
554
$32K 0.01%
290
555
$32K 0.01%
267
+117
556
$31K 0.01%
714
557
$31K 0.01%
262
558
$31K 0.01%
980
559
$30K 0.01%
1,053
560
$30K 0.01%
465
561
$30K 0.01%
400
-100
562
$30K 0.01%
25
563
$30K 0.01%
300
564
$29K 0.01%
440
565
$29K 0.01%
500
566
$29K 0.01%
1,100
+500
567
$29K 0.01%
740
+140
568
$29K 0.01%
1,824
569
$29K 0.01%
+3,471
570
$28K 0.01%
639
571
$28K 0.01%
400
572
$28K 0.01%
788
573
$27K 0.01%
245
574
$27K 0.01%
520
-80
575
$26K 0.01%
537
-300
21 22
23
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