WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
676
$14K ﹤0.01%
198
677
$14K ﹤0.01%
500
678
$14K ﹤0.01%
+196
679
$14K ﹤0.01%
+1,000
680
$14K ﹤0.01%
400
681
$14K ﹤0.01%
457
682
$14K ﹤0.01%
+321
683
$14K ﹤0.01%
750
684
$14K ﹤0.01%
6
-11
685
$14K ﹤0.01%
400
686
$13K ﹤0.01%
108
687
$13K ﹤0.01%
400
688
$13K ﹤0.01%
490
689
$13K ﹤0.01%
225
690
$13K ﹤0.01%
+131
691
$13K ﹤0.01%
105
692
$13K ﹤0.01%
1,000
693
$13K ﹤0.01%
+205
694
$13K ﹤0.01%
430
695
$13K ﹤0.01%
377
696
$13K ﹤0.01%
+84
697
$13K ﹤0.01%
625
698
$13K ﹤0.01%
300
-3,387
699
$13K ﹤0.01%
334
-1,749
700
$13K ﹤0.01%
400
26 27
28
29 30