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
401
$41K 0.01%
1,201
+91
402
$40K 0.01%
725
403
$40K 0.01%
1,600
404
$40K 0.01%
400
405
$40K 0.01%
927
406
$40K 0.01%
840
-540
407
$39K 0.01%
1,000
408
$39K 0.01%
490
409
$39K 0.01%
1,841
410
$38K 0.01%
617
411
$38K 0.01%
2,470
412
$37K 0.01%
1,053
413
$37K 0.01%
401
414
$37K 0.01%
664
415
$36K 0.01%
568
+288
416
$36K 0.01%
860
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417
$36K 0.01%
1,417
418
$35K 0.01%
600
-1,280
419
$35K 0.01%
1,200
420
$35K 0.01%
555
421
$35K 0.01%
690
422
$35K 0.01%
2,190
423
$35K 0.01%
255
-65
424
$35K 0.01%
662
-2,600
425
$34K 0.01%
1,027
15 16
17
18 19