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
326
$68K 0.02%
1,411
-1,529
327
$66K 0.02%
1,477
+977
328
$64K 0.02%
1,594
329
$64K 0.02%
1,604
+415
330
$64K 0.02%
2,075
331
$64K 0.02%
1,600
332
$64K 0.02%
+1,320
333
$64K 0.02%
+602
334
$62K 0.02%
4,433
335
$62K 0.02%
1,160
336
$60K 0.02%
515
337
$60K 0.02%
1,510
338
$60K 0.02%
2,360
339
$59K 0.02%
930
+90
340
$59K 0.02%
1,975
341
$58K 0.02%
339
-259
342
$57K 0.01%
716
+26
343
$57K 0.01%
493
+43
344
$57K 0.01%
510
+25
345
$56K 0.01%
+1,058
346
$56K 0.01%
970
347
$56K 0.01%
1,793
+480
348
$56K 0.01%
7,000
+1,600
349
$56K 0.01%
914
-344
350
$56K 0.01%
2,280
-3,083
12 13
14
15 16