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
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%
331
-780
731
$10K ﹤0.01%
189
732
$10K ﹤0.01%
22
733
$10K ﹤0.01%
+466
734
$10K ﹤0.01%
+65
735
$10K ﹤0.01%
228
736
$10K ﹤0.01%
180
737
$10K ﹤0.01%
406
738
$10K ﹤0.01%
+696
739
$10K ﹤0.01%
1,000
740
$10K ﹤0.01%
+400
741
$10K ﹤0.01%
275
-140
742
$10K ﹤0.01%
+707
743
$10K ﹤0.01%
+278
744
$9K ﹤0.01%
175
745
$9K ﹤0.01%
+124
746
$9K ﹤0.01%
250
747
$9K ﹤0.01%
+249
748
$9K ﹤0.01%
200
749
$9K ﹤0.01%
705
750
$9K ﹤0.01%
84
28 29
30
31 32