WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+4.56%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$492M
AUM Growth
+$18.4M
(+3.9%)
Cap. Flow
+$2.03M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
24.26%
Holding
908
New
69
Increased
136
Reduced
153
Closed
39
Top Buys
| 1 |
Constellation Brands
STZ
|
+$5.69M |
| 2 |
Halliburton
HAL
|
+$5.01M |
| 3 |
US Bancorp
USB
|
+$4.83M |
| 4 |
Booking.com
BKNG
|
+$3.28M |
| 5 |
NRG Energy
NRG
|
+$2.94M |
Top Sells
| 1 |
Philip Morris
PM
|
+$4.79M |
| 2 |
Chevron
CVX
|
+$4.76M |
| 3 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
+$3.06M |
| 4 |
Southern Company
SO
|
+$2.69M |
| 5 |
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% |
