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
251
$107K 0.03%
420
+29
252
$106K 0.03%
466
253
$104K 0.03%
1,271
+39
254
$103K 0.03%
1,938
-1,145
255
$103K 0.03%
4,465
+3,715
256
$102K 0.03%
1,789
+114
257
$101K 0.03%
4,000
258
$101K 0.03%
4,334
+216
259
$100K 0.03%
1,730
260
$100K 0.03%
1,242
+1,054
261
$100K 0.03%
1,240
+460
262
$100K 0.03%
2,830
263
$99K 0.03%
2,530
264
$98K 0.03%
972
265
$98K 0.03%
3,803
+1,148
266
$97K 0.03%
3,025
+504
267
$96K 0.02%
2,220
-300
268
$95K 0.02%
1,996
+351
269
$95K 0.02%
725
270
$94K 0.02%
6,818
-1,657
271
$94K 0.02%
1,405
-330
272
$94K 0.02%
1,400
-3,330
273
$93K 0.02%
822
274
$93K 0.02%
563
275
$93K 0.02%
+113
9 10
11
12 13