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
601
$23K ﹤0.01%
218
602
$22K ﹤0.01%
522
603
$22K ﹤0.01%
+901
604
$22K ﹤0.01%
+1,800
605
$22K ﹤0.01%
+3,100
606
$22K ﹤0.01%
1,040
+1,007
607
$22K ﹤0.01%
+92
608
$21K ﹤0.01%
176
609
$21K ﹤0.01%
+1,155
610
$21K ﹤0.01%
1,000
611
$21K ﹤0.01%
150
612
$20K ﹤0.01%
891
613
$20K ﹤0.01%
445
614
$20K ﹤0.01%
770
615
$20K ﹤0.01%
+250
616
$20K ﹤0.01%
2,500
617
$20K ﹤0.01%
1,175
618
$19K ﹤0.01%
865
619
$19K ﹤0.01%
240
-2,020
620
$19K ﹤0.01%
730
-250
621
$19K ﹤0.01%
2,000
622
$19K ﹤0.01%
750
623
$19K ﹤0.01%
390
+50
624
$19K ﹤0.01%
+232
625
$19K ﹤0.01%
390
23 24
25
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