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
301
$80K 0.02%
1,276
302
$80K 0.02%
955
+205
303
$80K 0.02%
1,230
304
$78K 0.02%
2,450
305
$77K 0.02%
1,310
306
$77K 0.02%
1,155
+300
307
$77K 0.02%
1,572
+507
308
$76K 0.02%
910
-920
309
$75K 0.02%
1,500
310
$75K 0.02%
1,046
+822
311
$75K 0.02%
1,000
312
$75K 0.02%
3,772
313
$74K 0.02%
2,133
314
$73K 0.02%
441
+15
315
$72K 0.02%
1,928
316
$72K 0.02%
900
317
$72K 0.02%
2,500
318
$72K 0.02%
1,430
-1,274
319
$71K 0.02%
1,540
+110
320
$71K 0.02%
3,856
+456
321
$71K 0.02%
8,420
322
$71K 0.02%
4,584
-610
323
$70K 0.02%
1,960
324
$69K 0.02%
1,280
325
$69K 0.02%
500
11 12
13
14 15