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
551
$11K ﹤0.01%
226
552
$11K ﹤0.01%
505
553
$11K ﹤0.01%
800
554
$11K ﹤0.01%
213
555
$11K ﹤0.01%
145
556
$11K ﹤0.01%
153
557
$11K ﹤0.01%
250
558
$11K ﹤0.01%
1,000
559
$11K ﹤0.01%
630
+240
560
$11K ﹤0.01%
1,000
561
$10K ﹤0.01%
229
562
$10K ﹤0.01%
+784
563
$10K ﹤0.01%
294
+54
564
$10K ﹤0.01%
316
565
$10K ﹤0.01%
+366
566
$10K ﹤0.01%
+800
567
$10K ﹤0.01%
295
568
$10K ﹤0.01%
300
569
$10K ﹤0.01%
227
570
$9K ﹤0.01%
923
571
$9K ﹤0.01%
340
-127
572
$9K ﹤0.01%
+1,550
573
$9K ﹤0.01%
391
574
$9K ﹤0.01%
324
575
$9K ﹤0.01%
700
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