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
201
$206K 0.03%
+1,146
202
$206K 0.03%
+1,948
203
$202K 0.03%
1,333
-31,853
204
$195K 0.03%
13,318
-1,851
205
$101K 0.01%
18,633
206
$35K 0.01%
+10,560
207
-2,922
208
-11,123