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
$882M
AUM Growth
+$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$12.3M
3
+$11.5M
4
COR icon
Cencora
COR
+$10.5M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.88M

Top Sells

1
+$14.3M
2
+$11.4M
3
+$8.89M
4
MDT icon
Medtronic
MDT
+$8.22M
5
META icon
Meta Platforms (Facebook)
META
+$5.47M

Sector Composition

1 Technology 15.42%
2 Industrials 10.89%
3 Financials 9.7%
4 Healthcare 9.68%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.2%
24,598
-2,395
27
$10.5M 1.19%
+63,518
28
$10.3M 1.17%
26,554
+1,866
29
$9.88M 1.12%
+34,219
30
$9.12M 1.03%
26,570
-1,526
31
$9.11M 1.03%
2,560,318
32
$9.09M 1.03%
39,238
-369
33
$8.88M 1.01%
268,143
+7,565
34
$8.55M 0.97%
54,119
+841
35
$8.47M 0.96%
97,504
+8,368
36
$8.42M 0.95%
50,868
-1,360
37
$8.37M 0.95%
124,141
+430
38
$8.33M 0.95%
94,455
+7,351
39
$8.24M 0.93%
39,794
-257
40
$8.13M 0.92%
63,012
-1,619
41
$7.73M 0.88%
177,266
-272
42
$7.35M 0.83%
210,108
+14,596
43
$7.14M 0.81%
34,301
-353
44
$7M 0.79%
207,734
+90,801
45
$6.98M 0.79%
83,488
-1,992
46
$6.82M 0.77%
+48,732
47
$6.82M 0.77%
53,759
-174
48
$6.04M 0.69%
334,071
+22,982
49
$5.82M 0.66%
25,491
+1,569
50
$5.65M 0.64%
17,318
-1,739
1
2
3 4 5