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
$703M
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.5M
3
+$8.49M
4
UNP icon
Union Pacific
UNP
+$5.42M
5
PCH icon
PotlatchDeltic
PCH
+$3.26M

Top Sells

1
+$8.8M
2
+$4.83M
3
+$1.54M
4
HAL icon
Halliburton
HAL
+$1.27M
5
MO icon
Altria Group
MO
+$858K

Sector Composition

1 Industrials 26.7%
2 Technology 12.94%
3 Financials 12.63%
4 Healthcare 8.64%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04M 0.43%
20,842
-1,149
52
$2.93M 0.42%
9,804
+3
53
$2.88M 0.41%
19,036
-3,744
54
$2.84M 0.4%
+45,607
55
$2.58M 0.37%
73,254
-3,501
56
$2.52M 0.36%
24,913
-799
57
$2.45M 0.35%
10,803
-20
58
$2.39M 0.34%
11,790
59
$2.29M 0.33%
74,371
+61,812
60
$2.29M 0.33%
49,804
61
$2.24M 0.32%
24,280
-5,880
62
$2.21M 0.31%
31,655
-2,688
63
$2.21M 0.31%
18,332
-6
64
$2.15M 0.31%
+23,071
65
$2.08M 0.3%
45,910
66
$2.01M 0.29%
36,143
67
$2.01M 0.29%
37,307
-1,319
68
$1.95M 0.28%
13,950
-250
69
$1.84M 0.26%
62,510
-2,629
70
$1.8M 0.26%
26,980
-80
71
$1.79M 0.25%
29,914
-1,507
72
$1.75M 0.25%
25,253
+1,599
73
$1.75M 0.25%
+29,171
74
$1.67M 0.24%
68,376
-51,904
75
$1.67M 0.24%
11,305
-15
1 2
3
4 5