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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
651
$17K ﹤0.01%
500
652
$17K ﹤0.01%
1,200
653
$16K ﹤0.01%
267
654
$16K ﹤0.01%
+56
655
$16K ﹤0.01%
500
656
$16K ﹤0.01%
400
+150
657
$16K ﹤0.01%
154
658
$16K ﹤0.01%
330
659
$16K ﹤0.01%
500
660
$16K ﹤0.01%
365
661
$15K ﹤0.01%
361
662
$15K ﹤0.01%
100
663
$15K ﹤0.01%
500
664
$15K ﹤0.01%
240
665
$15K ﹤0.01%
150
666
$15K ﹤0.01%
175
667
$15K ﹤0.01%
175
668
$15K ﹤0.01%
173
669
$15K ﹤0.01%
+47
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
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