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
626
$19K ﹤0.01%
187
-2,318
627
$19K ﹤0.01%
700
628
$19K ﹤0.01%
500
629
$18K ﹤0.01%
1,235
630
$18K ﹤0.01%
807
631
$18K ﹤0.01%
200
632
$18K ﹤0.01%
338
-111
633
$18K ﹤0.01%
400
634
$18K ﹤0.01%
300
635
$17K ﹤0.01%
250
636
$17K ﹤0.01%
500
637
$17K ﹤0.01%
1,200
638
$17K ﹤0.01%
113
639
$17K ﹤0.01%
+265
640
$17K ﹤0.01%
363
-320
641
$17K ﹤0.01%
200
642
$17K ﹤0.01%
310
643
$17K ﹤0.01%
250
644
$17K ﹤0.01%
300
645
$17K ﹤0.01%
860
646
$17K ﹤0.01%
+614
647
$17K ﹤0.01%
+536
648
$17K ﹤0.01%
100
649
$17K ﹤0.01%
320
650
$17K ﹤0.01%
285
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