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
151
$346K 0.05%
+3,398
152
$345K 0.05%
1,070
153
$345K 0.05%
9,612
-1,582
154
$340K 0.05%
5,241
155
$327K 0.05%
10,270
-1,320
156
$323K 0.05%
3,199
+25
157
$322K 0.05%
1,826
+128
158
$318K 0.05%
+3,352
159
$315K 0.04%
18,654
-3,071
160
$309K 0.04%
10,224
161
$309K 0.04%
6,110
-1,011
162
$307K 0.04%
1,500
-33
163
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3,200
-177
164
$298K 0.04%
7,515
+111
165
$295K 0.04%
2,374
166
$292K 0.04%
6,561
-240
167
$289K 0.04%
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168
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169
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14,935
-2,400
170
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3,992
171
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2,981
172
$278K 0.04%
10,310
-219
173
$271K 0.04%
4,711
174
$269K 0.04%
+9,630
175
$261K 0.04%
4,421
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7
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