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
51
$3.49M 0.71%
136,260
-4,788
52
$3.31M 0.67%
123,967
+18,922
53
$2.98M 0.61%
80,141
+79,141
54
$2.72M 0.55%
31,102
+581
55
$2.66M 0.54%
79,352
+16,050
56
$2.64M 0.54%
29,364
-820
57
$2.63M 0.53%
20,658
+845
58
$2.56M 0.52%
25,180
+1,802
59
$2.49M 0.51%
27,891
+1,640
60
$2.35M 0.48%
42,657
+1,855
61
$2.34M 0.47%
55,158
-188
62
$2.13M 0.43%
68,822
+3,160
63
$2.08M 0.42%
30,385
+105
64
$2.06M 0.42%
16,382
-1,248
65
$2.02M 0.41%
71,920
+5,270
66
$1.84M 0.37%
17,262
+25
67
$1.75M 0.36%
52,958
+5,700
68
$1.75M 0.36%
14,591
-909
69
$1.74M 0.35%
36,933
+540
70
$1.7M 0.35%
24,990
71
$1.69M 0.34%
16,777
-2,450
72
$1.63M 0.33%
36,928
-44,600
73
$1.58M 0.32%
14,200
-100
74
$1.52M 0.31%
7,781
-2,135
75
$1.44M 0.29%
17,074
-56,797
1 2
3
4 5