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
351
$56K 0.01%
2,200
-197
352
$56K 0.01%
785
353
$55K 0.01%
5,020
354
$55K 0.01%
3,606
355
$55K 0.01%
4,812
-2,114
356
$54K 0.01%
4,244
357
$54K 0.01%
300
358
$54K 0.01%
1,093
359
$54K 0.01%
1,438
360
$54K 0.01%
1,960
361
$54K 0.01%
+1,480
362
$54K 0.01%
527
363
$53K 0.01%
5,015
+413
364
$53K 0.01%
+1,832
365
$53K 0.01%
+2,747
366
$53K 0.01%
+1,190
367
$52K 0.01%
493
368
$52K 0.01%
3,394
+3,159
369
$52K 0.01%
+2,106
370
$51K 0.01%
400
-100
371
$51K 0.01%
547
372
$50K 0.01%
1,900
373
$50K 0.01%
889
374
$49K 0.01%
180
-21
375
$49K 0.01%
620
13 14
15
16 17