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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
851
$1K ﹤0.01%
51
852
$1K ﹤0.01%
125
853
$1K ﹤0.01%
870
-93
854
$1K ﹤0.01%
59
855
– –
-883
856
– –
-62
857
– –
-480
858
$0 ﹤0.01%
+7
859
– –
-40
860
$0 ﹤0.01%
3
861
– –
-2,300
862
– –
-44,862
863
– –
-14
864
– –
-13,600
865
– –
-45
866
– –
-95
867
– –
-710
868
– –
-850
869
– –
0
870
– –
-6
871
– –
-8,200
872
$0 ﹤0.01%
4
873
– –
-1,100
874
$0 ﹤0.01%
40
875
– –
-115
33 34
35
36 37