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
476
$21K 0.01%
483
-430
477
$21K 0.01%
+1,000
478
$20K 0.01%
200
479
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480
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200
481
$20K 0.01%
+3,000
482
$20K 0.01%
1,900
483
$20K 0.01%
1,000
484
$20K 0.01%
730
485
$20K 0.01%
680
-3,116
486
$20K 0.01%
413
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487
$19K ﹤0.01%
200
488
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489
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102
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490
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491
$18K ﹤0.01%
+3,444
492
$18K ﹤0.01%
+1,817
493
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155
494
$18K ﹤0.01%
390
495
$18K ﹤0.01%
955
496
$18K ﹤0.01%
2,382
497
$18K ﹤0.01%
445
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$18K ﹤0.01%
4,311
499
$18K ﹤0.01%
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500
$18K ﹤0.01%
+500
18 19
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