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
501
$18K ﹤0.01%
+3,444
502
$17K ﹤0.01%
186
+40
503
$17K ﹤0.01%
1,350
+560
504
$17K ﹤0.01%
225
505
$17K ﹤0.01%
385
-45
506
$17K ﹤0.01%
400
507
$17K ﹤0.01%
135
+30
508
$17K ﹤0.01%
+3,000
509
$17K ﹤0.01%
1,303
510
$17K ﹤0.01%
986
-1,149
511
$17K ﹤0.01%
300
512
$17K ﹤0.01%
1,095
-495
513
$17K ﹤0.01%
550
514
$16K ﹤0.01%
287
515
$16K ﹤0.01%
185
516
$16K ﹤0.01%
+962
517
$16K ﹤0.01%
154
518
$16K ﹤0.01%
88
519
$16K ﹤0.01%
+120
520
$15K ﹤0.01%
1,725
+285
521
$15K ﹤0.01%
+1,824
522
$15K ﹤0.01%
270
523
$15K ﹤0.01%
1,100
524
$15K ﹤0.01%
6,300
525
$14K ﹤0.01%
2,780
19 20
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