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
601
$7K ﹤0.01%
625
602
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150
603
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126
+49
604
$6K ﹤0.01%
+117
605
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163
606
$6K ﹤0.01%
+199
607
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80
608
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250
+150
609
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182
610
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+355
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$6K ﹤0.01%
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612
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614
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615
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355
-100
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$6K ﹤0.01%
372
617
$6K ﹤0.01%
64
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618
$6K ﹤0.01%
56
+35
619
$6K ﹤0.01%
200
620
$6K ﹤0.01%
500
621
$6K ﹤0.01%
154
622
$6K ﹤0.01%
118
623
$6K ﹤0.01%
250
624
$5K ﹤0.01%
+74
625
$5K ﹤0.01%
+34
23 24
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