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

Top Buys

1
+$36.6M
2
+$12.3M
3
+$11.5M
4
COR icon
Cencora
COR
+$10.5M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.88M

Top Sells

1
+$14.3M
2
+$11.4M
3
+$8.89M
4
MDT icon
Medtronic
MDT
+$8.22M
5
META icon
Meta Platforms (Facebook)
META
+$5.47M

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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