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
$882M
AUM Growth
+$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$12.6M
3
+$10.6M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$10.4M
5
COR icon
Cencora
COR
+$10M

Top Sells

1
+$14.3M
2
+$10.9M
3
+$8.97M
4
MDT icon
Medtronic
MDT
+$8.57M
5
META icon
Meta Platforms (Facebook)
META
+$5.33M

Sector Composition

1 Technology 15.42%
2 Industrials 10.89%
3 Financials 9.7%
4 Healthcare 9.68%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
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