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
426
$34K 0.01%
720
427
$32K 0.01%
360
428
$32K 0.01%
+626
429
$32K 0.01%
25
430
$32K 0.01%
734
431
$32K 0.01%
1,288
+350
432
$32K 0.01%
+250
433
$31K 0.01%
915
-1,760
434
$31K 0.01%
714
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435
$31K 0.01%
+938
436
$31K 0.01%
+565
437
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+1,846
438
$30K 0.01%
407
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439
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5,000
440
$30K 0.01%
2,000
441
$29K 0.01%
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442
$29K 0.01%
176
443
$29K 0.01%
458
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444
$28K 0.01%
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445
$28K 0.01%
730
446
$28K 0.01%
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-50
447
$28K 0.01%
403
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448
$28K 0.01%
4,800
449
$27K 0.01%
202
450
$27K 0.01%
262
16 17
18
19 20