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
$521M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$4.46M
3
+$3.25M
4
BALL icon
Ball Corp
BALL
+$2.26M
5
PGR icon
Progressive
PGR
+$2.1M

Top Sells

1
+$15.1M
2
+$10.5M
3
+$7.01M
4
NRG icon
NRG Energy
NRG
+$4.34M
5
MO icon
Altria Group
MO
+$3.68M

Sector Composition

1 Industrials 26.9%
2 Technology 15.25%
3 Financials 12.78%
4 Healthcare 9.58%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.11M 0.41%
30,122
+11,086
52
$1.69M 0.33%
49,804
53
$1.64M 0.31%
39,048
+2,905
54
$1.58M 0.3%
45,910
55
$1.49M 0.29%
20,623
+2,291
56
$1.44M 0.28%
29,782
-1,563
57
$1.43M 0.27%
46,241
+2,302
58
$1.42M 0.27%
13,347
-603
59
$1.42M 0.27%
9,493
-11,917
60
$1.41M 0.27%
50,562
-2,595
61
$1.37M 0.26%
25,574
+321
62
$1.32M 0.25%
59,906
-2,604
63
$1.3M 0.25%
17,666
-1,311
64
$1.27M 0.24%
19,200
65
$1.24M 0.24%
8,923
-530
66
$1.23M 0.24%
22,619
-7,295
67
$1.22M 0.23%
8,081
-3,709
68
$1.22M 0.23%
7,696
-21
69
$1.21M 0.23%
24,004
+10,890
70
$1.18M 0.23%
15,187
71
$1.17M 0.22%
10,258
-1,047
72
$1.14M 0.22%
6,897
-1,129
73
$1.13M 0.22%
21,051
+364
74
$1.11M 0.21%
52,177
-21,077
75
$1.11M 0.21%
28,154
-4,922
1 2
3
4 5