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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
576
$26K 0.01%
450
577
$26K 0.01%
1,003
578
$26K 0.01%
500
579
$26K 0.01%
250
580
$25K 0.01%
259
+222
581
$25K 0.01%
393
-3
582
$25K 0.01%
+700
583
$25K 0.01%
410
584
$25K 0.01%
+1,810
585
$25K 0.01%
339
586
$25K 0.01%
382
+152
587
$25K 0.01%
1,007
588
$25K 0.01%
1,125
589
$25K 0.01%
+925
590
$25K 0.01%
100
591
$24K ﹤0.01%
345
592
$24K ﹤0.01%
500
593
$24K ﹤0.01%
300
594
$24K ﹤0.01%
600
595
$24K ﹤0.01%
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596
$23K ﹤0.01%
800
-283
597
$23K ﹤0.01%
218
598
$23K ﹤0.01%
1,100
599
$23K ﹤0.01%
388
600
$23K ﹤0.01%
200
22 23
24
25 26