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
826
$2K ﹤0.01%
7
827
$2K ﹤0.01%
26
828
$2K ﹤0.01%
45
829
$2K ﹤0.01%
+62
830
$2K ﹤0.01%
500
831
$2K ﹤0.01%
+11
832
$2K ﹤0.01%
66
833
$2K ﹤0.01%
50
834
$2K ﹤0.01%
50
835
$2K ﹤0.01%
25
836
$2K ﹤0.01%
70
837
$2K ﹤0.01%
76
-1
838
$2K ﹤0.01%
200
839
$2K ﹤0.01%
100
840
$2K ﹤0.01%
57
841
$2K ﹤0.01%
34
842
$2K ﹤0.01%
+107
843
$2K ﹤0.01%
100
844
$1K ﹤0.01%
100
845
$1K ﹤0.01%
35
846
$1K ﹤0.01%
6
847
$1K ﹤0.01%
20
848
$1K ﹤0.01%
35
849
$1K ﹤0.01%
20
850
– –
0
32 33
34
35 36