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
201
$244K 0.05%
9,082
-144
202
$243K 0.05%
11,000
203
$240K 0.05%
4,590
204
$238K 0.05%
5,600
205
$234K 0.05%
3,192
206
$234K 0.05%
4,200
207
$233K 0.05%
3,737
208
$233K 0.05%
3,252
209
$232K 0.05%
11,000
210
$230K 0.05%
5,197
+1,087
211
$229K 0.05%
6,030
212
$229K 0.05%
14,963
213
$226K 0.05%
1,337
-148
214
$226K 0.05%
4,245
215
$223K 0.05%
2,472
-100
216
$223K 0.05%
5,938
+45
217
$222K 0.05%
2,523
218
$214K 0.04%
2,430
219
$214K 0.04%
6,374
-1,000
220
$213K 0.04%
3,598
221
$210K 0.04%
3,834
-30
222
$209K 0.04%
2,036
-654
223
$209K 0.04%
2,679
+235
224
$209K 0.04%
4,300
225
$208K 0.04%
1,000
7 8
9
10 11