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
726
$11K ﹤0.01%
550
727
$11K ﹤0.01%
300
728
$11K ﹤0.01%
1,274
729
$11K ﹤0.01%
400
730
$10K ﹤0.01%
180
731
$10K ﹤0.01%
406
732
$10K ﹤0.01%
+696
733
$10K ﹤0.01%
1,000
734
$10K ﹤0.01%
+400
735
$10K ﹤0.01%
275
-140
736
$10K ﹤0.01%
+707
737
$10K ﹤0.01%
+278
738
$10K ﹤0.01%
331
-780
739
$10K ﹤0.01%
189
740
$10K ﹤0.01%
22
741
$10K ﹤0.01%
+466
742
$10K ﹤0.01%
+65
743
$10K ﹤0.01%
228
744
$9K ﹤0.01%
200
745
$9K ﹤0.01%
84
746
$9K ﹤0.01%
+201
747
$9K ﹤0.01%
175
748
$9K ﹤0.01%
705
749
$9K ﹤0.01%
+124
750
$9K ﹤0.01%
250
28 29
30
31 32