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
751
$9K ﹤0.01%
+249
752
$8K ﹤0.01%
553
753
$8K ﹤0.01%
7
754
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400
755
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300
756
$8K ﹤0.01%
168
757
$8K ﹤0.01%
182
758
$8K ﹤0.01%
292
759
$8K ﹤0.01%
+43
760
$8K ﹤0.01%
+500
761
$8K ﹤0.01%
200
762
$7K ﹤0.01%
+84
763
$7K ﹤0.01%
120
764
$7K ﹤0.01%
295
-1,006
765
$7K ﹤0.01%
395
766
$7K ﹤0.01%
500
767
$7K ﹤0.01%
165
-758
768
$7K ﹤0.01%
+135
769
$7K ﹤0.01%
380
770
$7K ﹤0.01%
168
771
$7K ﹤0.01%
162
-506
772
$7K ﹤0.01%
200
773
$7K ﹤0.01%
260
774
$7K ﹤0.01%
150
775
$6K ﹤0.01%
91
29 30
31
32 33