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
576
$9K ﹤0.01%
278
577
$9K ﹤0.01%
110
578
$9K ﹤0.01%
47
579
$9K ﹤0.01%
+47
580
$8K ﹤0.01%
7
581
$8K ﹤0.01%
400
-2,000
582
$8K ﹤0.01%
70
583
$8K ﹤0.01%
154
+64
584
$8K ﹤0.01%
160
585
$8K ﹤0.01%
91
586
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-273
587
$8K ﹤0.01%
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588
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170
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589
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147
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590
$8K ﹤0.01%
54
591
$7K ﹤0.01%
130
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$7K ﹤0.01%
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593
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18
594
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216
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595
$7K ﹤0.01%
951
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596
$7K ﹤0.01%
406
597
$7K ﹤0.01%
94
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598
$7K ﹤0.01%
+360
599
$7K ﹤0.01%
285
600
$7K ﹤0.01%
89
+56
22 23
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