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
101
$961K 0.14%
19,509
+1,071
102
$939K 0.13%
5,155
-101
103
$857K 0.12%
+9,349
104
$833K 0.12%
20,355
105
$831K 0.12%
5,627
106
$810K 0.12%
4,753
-365
107
$800K 0.11%
4,521
108
$789K 0.11%
9,523
-635
109
$788K 0.11%
13,556
-92
110
$762K 0.11%
11,953
-992
111
$758K 0.11%
5,911
+95
112
$698K 0.1%
5,410
-325
113
$682K 0.1%
9,177
-704
114
$661K 0.09%
13,114
-237
115
$652K 0.09%
10,089
+2,442
116
$640K 0.09%
9,968
+3,006
117
$631K 0.09%
107,200
-5,880
118
$622K 0.09%
3,755
119
$622K 0.09%
20,228
120
$616K 0.09%
4,514
121
$609K 0.09%
13,814
-629
122
$576K 0.08%
6,213
123
$564K 0.08%
9,246
124
$540K 0.08%
4,847
125
$513K 0.07%
3,731
+91
3 4
5
6 7