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
126
$505K 0.07%
1,297
-162
127
$484K 0.07%
8,759
-11
128
$482K 0.07%
2,297
-5
129
$474K 0.07%
11,502
-397
130
$462K 0.07%
7,813
131
$443K 0.06%
3,403
132
$433K 0.06%
17,931
133
$432K 0.06%
2,453
+648
134
$427K 0.06%
21,096
-2,893
135
$424K 0.06%
2,183
+48
136
$424K 0.06%
9,434
+34
137
$423K 0.06%
8,736
138
$421K 0.06%
+9,392
139
$421K 0.06%
37,466
-6,288
140
$412K 0.06%
+10,644
141
$402K 0.06%
3,456
142
$398K 0.06%
2,861
-10
143
$383K 0.05%
10,460
144
$374K 0.05%
40,266
-5,043
145
$369K 0.05%
4,883
-758
146
$367K 0.05%
2,867
147
$366K 0.05%
17,673
-2,951
148
$365K 0.05%
4,789
+83
149
$357K 0.05%
8,224
-1,279
150
$357K 0.05%
8,778
-1,387
4 5
6
7 8