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
$415M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1 +$82.1M
2 +$1.06M
3 +$903K
4
WBA
Walgreens Boots Alliance
WBA
+$681K
5
HAL icon
Halliburton
HAL
+$671K

Sector Composition

1 Industrials 33.32%
2 Financials 11.71%
3 Technology 7.93%
4 Healthcare 7.73%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$0 ﹤0.01%
3
902
-500
903
-425
904
-217
905
-31,320
906
-1,756
907
-7,213
908
-750