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
651
$17K ﹤0.01%
1,200
652
$17K ﹤0.01%
113
653
$16K ﹤0.01%
500
654
$16K ﹤0.01%
400
+150
655
$16K ﹤0.01%
154
656
$16K ﹤0.01%
330
657
$16K ﹤0.01%
365
658
$16K ﹤0.01%
500
659
$16K ﹤0.01%
267
660
$16K ﹤0.01%
+56
661
$15K ﹤0.01%
361
662
$15K ﹤0.01%
100
663
$15K ﹤0.01%
500
664
$15K ﹤0.01%
175
665
$15K ﹤0.01%
175
666
$15K ﹤0.01%
173
667
$15K ﹤0.01%
+47
668
$15K ﹤0.01%
240
669
$15K ﹤0.01%
150
670
$14K ﹤0.01%
225
-40
671
$14K ﹤0.01%
198
672
$14K ﹤0.01%
500
673
$14K ﹤0.01%
+196
674
$14K ﹤0.01%
+1,000
675
$14K ﹤0.01%
400
25 26
27
28 29