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
26
$3.32M 0.86%
81,036
+2,978
27
$3.31M 0.86%
69,902
+884
28
$3.31M 0.86%
36,441
+1,939
29
$3.12M 0.81%
19,857
+488
30
$3.07M 0.8%
107,089
+4,702
31
$2.89M 0.75%
51,739
+1,481
32
$2.87M 0.74%
37,908
+2,313
33
$2.81M 0.73%
26,855
-610
34
$2.78M 0.72%
21,759
+4
35
$2.77M 0.72%
25,860
-5,995
36
$2.72M 0.7%
20,969
+8
37
$2.63M 0.68%
109,626
-4,940
38
$2.6M 0.67%
48,515
+3,402
39
$2.36M 0.61%
72,396
+7,272
40
$2.36M 0.61%
33,062
+1,776
41
$2.27M 0.59%
55,097
+2,798
42
$2.24M 0.58%
1,792
+92
43
$2.19M 0.57%
14,718
+1,210
44
$2.13M 0.55%
26,184
+1,834
45
$2.07M 0.54%
226,544
46
$1.91M 0.49%
58,476
+6,484
47
$1.89M 0.49%
33,864
-24
48
$1.86M 0.48%
72,768
+6,730
49
$1.84M 0.48%
40,598
+680
50
$1.82M 0.47%
33,036
-320
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