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
576
$26K 0.01%
537
-300
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%
1,485
596
$23K ﹤0.01%
218
597
$23K ﹤0.01%
1,100
598
$23K ﹤0.01%
388
599
$23K ﹤0.01%
200
600
$23K ﹤0.01%
500
22 23
24
25 26