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
$703M
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.5M
3
+$8.49M
4
UNP icon
Union Pacific
UNP
+$5.42M
5
PCH icon
PotlatchDeltic
PCH
+$3.26M

Top Sells

1
+$8.8M
2
+$4.83M
3
+$1.54M
4
HAL icon
Halliburton
HAL
+$1.27M
5
MO icon
Altria Group
MO
+$858K

Sector Composition

1 Industrials 26.7%
2 Technology 12.94%
3 Financials 12.63%
4 Healthcare 8.64%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.24%
31,345
-447
77
$1.65M 0.24%
7,717
-10
78
$1.65M 0.23%
18,977
+90
79
$1.63M 0.23%
43,939
-1,147
80
$1.62M 0.23%
+14,118
81
$1.59M 0.23%
8,026
-23
82
$1.59M 0.23%
33,076
-183,455
83
$1.58M 0.22%
+53,157
84
$1.4M 0.2%
16,143
-47
85
$1.38M 0.2%
15,187
86
$1.32M 0.19%
19,200
87
$1.27M 0.18%
20,687
-813
88
$1.24M 0.18%
+14,154
89
$1.24M 0.18%
9,453
-20
90
$1.23M 0.17%
9,002
-73
91
$1.22M 0.17%
15,239
92
$1.18M 0.17%
4,888
-680
93
$1.17M 0.17%
7,038
-59
94
$1.15M 0.16%
13,566
+922
95
$1.12M 0.16%
38,550
+50
96
$1.1M 0.16%
8,591
97
$1.09M 0.16%
+17,320
98
$1.01M 0.14%
13,816
99
$979K 0.14%
5,493
+1,317
100
$976K 0.14%
7,750
2 3
4
5 6