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
$492M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.01M
3
+$4.83M
4
BKNG icon
Booking.com
BKNG
+$3.28M
5
NRG icon
NRG Energy
NRG
+$2.94M

Top Sells

1
+$4.79M
2
+$4.76M
3
+$3.06M
4
SO icon
Southern Company
SO
+$2.69M
5
EXPD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.29%
16,732
+1,191
77
$1.41M 0.29%
49,804
78
$1.34M 0.27%
31,025
+1,800
79
$1.34M 0.27%
11,434
80
$1.32M 0.27%
71,050
81
$1.3M 0.27%
75,668
+10,391
82
$1.3M 0.26%
35,246
83
$1.28M 0.26%
39,891
-20,000
84
$1.25M 0.25%
22,931
+1,980
85
$1.22M 0.25%
17,975
-2,468
86
$1.22M 0.25%
114
87
$1.21M 0.25%
33,325
-900
88
$1.13M 0.23%
15,043
+2,253
89
$1.09M 0.22%
9,281
+175
90
$1.08M 0.22%
3,690
+823
91
$1.04M 0.21%
7,488
92
$1.01M 0.21%
46,006
-170
93
$972K 0.2%
10,329
+7,880
94
$920K 0.19%
11,096
+1,367
95
$874K 0.18%
8,466
96
$870K 0.18%
7,351
+717
97
$869K 0.18%
20,723
98
$866K 0.18%
13,816
99
$855K 0.17%
10,382
-948
100
$839K 0.17%
13,500
+1,800
2 3
4
5 6