WTB
Washington Trust Bank Portfolio holdings
AUM
$1.36B
1-Year Est. Return
18.17%
1 Year Est. Return
+18.17%
AUM
$1.19B
AUM Growth
+$189M
(+19%)
Holding
219
Top Buys
| 1 | +$50.2M | |
| 2 | +$30.1M | |
| 3 | +$20.3M | |
| 4 |
NVIDIA
NVDA
|
+$19.6M |
| 5 |
Microsoft
MSFT
|
+$18.3M |
Top Sells
| 1 | +$22.6M | |
| 2 | +$16.7M | |
| 3 | +$16.7M | |
| 4 |
ServiceNow
NOW
|
+$13.4M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$3.97M |
Sector Composition
| 1 | Technology | 23.13% |
| 2 | Industrials | 11.82% |
| 3 | Financials | 11.51% |
| 4 | Consumer Discretionary | 7.28% |
| 5 | Consumer Staples | 6.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Travelers Companies
TRV
$59.9B
| – | – |
-1,218
|
|
||
202
Simon Property Group
SPG
$57.4B
| – | – |
-2,416
|
|
||
203
Progressive
PGR
$121B
| – | – |
-1,134
|
|
||
204
McCormick & Company Non-Voting
MKC
$17.2B
| – | – |
-4,445
|
|
||
205
LyondellBasell Industries
LYB
$14.9B
| – | – |
-2,950
|
|
||
206
Coca-Cola
KO
$296B
| – | – |
-2,906
|
|
||
207
Jack Henry & Associates
JKHY
$10.8B
| – | – |
-1,569
|
|
||
208
Idacorp
IDA
$6.97B
| – | – |
-1,782
|
|
||
209
Genuine Parts
GPC
$17.7B
| – | – |
-2,389
|
|
||
210
General Motors
GM
$64.5B
| – | – |
-4,550
|
|
||
211
First Interstate BancSystem
FIBK
$3.22B
| – | – |
-7,330
|
|
||
212
FedEx
FDX
$59.9B
| – | – |
-895
|
|
||
213
Equinix
EQIX
$83.1B
| – | – |
-281
|
|
||
214
Enterprise Products Partners
EPD
$66.7B
| – | – |
-6,129
|
|
||
215
Canadian Pacific Kansas City
CP
$64.8B
| – | – |
-3,247
|
|
||
216
Casey's General Stores
CASY
$19.1B
| – | – |
-543
|
|
||
217
Becton Dickinson
BDX
$51.2B
| – | – |
-1,510
|
|
||
218
Allstate
ALL
$50.5B
| – | – |
-1,200
|
|
||
219
Albertsons Companies
ACI
$9.72B
| – | – |
-10,000
|
|