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
176
$261K 0.04%
+5,231
177
$254K 0.04%
19,225
-2,845
178
$254K 0.04%
4,776
179
$252K 0.04%
10,229
-1,602
180
$249K 0.04%
7,593
181
$248K 0.04%
65
-5
182
$248K 0.04%
1,393
183
$248K 0.04%
6,084
184
$245K 0.03%
65,815
185
$245K 0.03%
1,600
186
$243K 0.03%
3,000
187
$241K 0.03%
4,338
-599
188
$236K 0.03%
2,900
-402
189
$229K 0.03%
11,267
-1,744
190
$224K 0.03%
2,394
-749
191
$224K 0.03%
1,670
192
$224K 0.03%
1,520
-46
193
$218K 0.03%
2,394
194
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+2,285
195
$216K 0.03%
7,615
196
$212K 0.03%
2,334
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197
$212K 0.03%
+1,102
198
$211K 0.03%
3,826
-952
199
$209K 0.03%
3,700
-185
200
$206K 0.03%
+2,800
5 6 7
8
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