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
126
$551K 0.11%
8,297
-1,611
127
$545K 0.11%
13,749
-1,928
128
$529K 0.11%
13,417
129
$526K 0.11%
24,647
+409
130
$523K 0.11%
4,405
131
$523K 0.11%
6,446
+243
132
$520K 0.11%
4,750
+924
133
$513K 0.1%
6,649
-37
134
$505K 0.1%
8,805
+1,323
135
$501K 0.1%
6,227
+92
136
$497K 0.1%
5,399
-81
137
$492K 0.1%
60,000
138
$490K 0.1%
6,320
139
$489K 0.1%
19,545
-1,113
140
$486K 0.1%
21,040
+400
141
$483K 0.1%
88,109
142
$478K 0.1%
5,392
143
$473K 0.1%
5,728
144
$467K 0.09%
6,644
+820
145
$466K 0.09%
6,968
+80
146
$457K 0.09%
13,820
-304
147
$440K 0.09%
8,308
148
$440K 0.09%
45,639
149
$433K 0.09%
5,151
+250
150
$428K 0.09%
7,833
4 5
6
7 8