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
$386M
AUM Growth
-$695K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$427K
2
+$318K
3
+$294K
4
VTRS icon
Viatris
VTRS
+$259K
5
NEE icon
NextEra Energy
NEE
+$237K

Top Sells

1
+$642K
2
+$448K
3
+$447K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$434K
5
META icon
Meta Platforms (Facebook)
META
+$291K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$127K 0.03%
1,200
-300
227
$126K 0.03%
1,596
+191
228
$124K 0.03%
2,086
+277
229
$123K 0.03%
11,048
+248
230
$123K 0.03%
6,596
-8,484
231
$123K 0.03%
6,153
-723
232
$121K 0.03%
6,095
233
$120K 0.03%
4,605
+61
234
$120K 0.03%
23,467
+967
235
$118K 0.03%
3,966
+2,474
236
$117K 0.03%
1,033
-262
237
$117K 0.03%
835
238
$116K 0.03%
8,455
239
$115K 0.03%
1,685
+48
240
$114K 0.03%
2,800
241
$114K 0.03%
1,498
+150
242
$113K 0.03%
1,272
-466
243
$111K 0.03%
2,696
244
$110K 0.03%
+1,957
245
$110K 0.03%
2,905
246
$109K 0.03%
1,133
+440
247
$109K 0.03%
2,174
-200
248
$108K 0.03%
1,700
249
$107K 0.03%
1,856
+28
250
$107K 0.03%
493
8 9
10
11 12