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
176
$317K 0.06%
7,349
+123
177
$313K 0.06%
3,000
178
$306K 0.06%
7,789
+500
179
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2,867
180
$305K 0.06%
9,857
181
$302K 0.06%
18,410
182
$299K 0.06%
12,931
183
$294K 0.06%
4,900
+250
184
$293K 0.06%
2,810
-490
185
$292K 0.06%
3,617
186
$290K 0.06%
3,800
+1
187
$285K 0.06%
4,000
188
$274K 0.06%
3,697
189
$270K 0.05%
3,932
-500
190
$269K 0.05%
18,746
191
$264K 0.05%
3,793
+518
192
$261K 0.05%
3,516
193
$260K 0.05%
8,340
194
$258K 0.05%
11,510
+50
195
$249K 0.05%
3,074
196
$248K 0.05%
2,309
197
$245K 0.05%
1,098
198
$245K 0.05%
2,375
199
$245K 0.05%
6,750
-103
200
$244K 0.05%
2,500
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8
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