WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$5.01M
3
+$3.51M
4
BALL icon
Ball Corp
BALL
+$2.44M
5
PGR icon
Progressive
PGR
+$2.19M

Top Sells

1
+$14.7M
2
+$10.5M
3
+$7.01M
4
NRG icon
NRG Energy
NRG
+$4.34M
5
MO icon
Altria Group
MO
+$4.22M

Sector Composition

1 Industrials 26.9%
2 Technology 15.25%
3 Financials 12.78%
4 Healthcare 9.58%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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