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
676
$14K ﹤0.01%
457
677
$14K ﹤0.01%
+321
678
$14K ﹤0.01%
750
679
$14K ﹤0.01%
28
-56
680
$14K ﹤0.01%
400
681
$14K ﹤0.01%
405
682
$14K ﹤0.01%
+247
683
$14K ﹤0.01%
1,000
684
$14K ﹤0.01%
314
685
$14K ﹤0.01%
225
686
$13K ﹤0.01%
+84
687
$13K ﹤0.01%
625
688
$13K ﹤0.01%
300
-3,387
689
$13K ﹤0.01%
334
-1,749
690
$13K ﹤0.01%
400
691
$13K ﹤0.01%
+101
692
$13K ﹤0.01%
108
693
$13K ﹤0.01%
400
694
$13K ﹤0.01%
490
695
$13K ﹤0.01%
225
696
$13K ﹤0.01%
105
697
$13K ﹤0.01%
1,000
698
$13K ﹤0.01%
+205
699
$13K ﹤0.01%
+131
700
$13K ﹤0.01%
430
26 27
28
29 30