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
701
$13K ﹤0.01%
+101
702
$12K ﹤0.01%
200
703
$12K ﹤0.01%
209
-500
704
$12K ﹤0.01%
510
705
$12K ﹤0.01%
923
706
$12K ﹤0.01%
884
707
$12K ﹤0.01%
+95
708
$12K ﹤0.01%
1,440
-1,500
709
$12K ﹤0.01%
300
710
$12K ﹤0.01%
500
711
$12K ﹤0.01%
225
712
$12K ﹤0.01%
155
713
$12K ﹤0.01%
+342
714
$12K ﹤0.01%
1,100
715
$11K ﹤0.01%
261
+181
716
$11K ﹤0.01%
+160
717
$11K ﹤0.01%
+321
718
$11K ﹤0.01%
+380
719
$11K ﹤0.01%
146
720
$11K ﹤0.01%
182
-100
721
$11K ﹤0.01%
+200
722
$11K ﹤0.01%
90
723
$11K ﹤0.01%
100
724
$11K ﹤0.01%
300
725
$11K ﹤0.01%
250
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