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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
676
$14K ﹤0.01%
457
677
$14K ﹤0.01%
+321
678
$14K ﹤0.01%
750
679
$14K ﹤0.01%
6
-11
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%
108
687
$13K ﹤0.01%
400
688
$13K ﹤0.01%
490
689
$13K ﹤0.01%
225
690
$13K ﹤0.01%
105
691
$13K ﹤0.01%
1,000
692
$13K ﹤0.01%
+205
693
$13K ﹤0.01%
400
694
$13K ﹤0.01%
+101
695
$13K ﹤0.01%
+131
696
$13K ﹤0.01%
430
697
$13K ﹤0.01%
377
698
$13K ﹤0.01%
+84
699
$13K ﹤0.01%
625
700
$13K ﹤0.01%
300
-3,387
26 27
28
29 30