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
376
$49K 0.01%
+2,018
377
$49K 0.01%
1,151
+360
378
$48K 0.01%
2,000
379
$48K 0.01%
1,900
380
$47K 0.01%
787
381
$47K 0.01%
1,164
-1,052
382
$47K 0.01%
1,000
383
$47K 0.01%
650
384
$47K 0.01%
633
+195
385
$46K 0.01%
475
386
$46K 0.01%
700
387
$44K 0.01%
950
388
$44K 0.01%
3,230
389
$44K 0.01%
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390
$43K 0.01%
580
391
$43K 0.01%
240
392
$43K 0.01%
1,000
+690
393
$43K 0.01%
399
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394
$43K 0.01%
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395
$43K 0.01%
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396
$43K 0.01%
50
397
$42K 0.01%
752
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398
$41K 0.01%
500
399
$41K 0.01%
+356
400
$41K 0.01%
6,180
+2,068
14 15
16
17 18