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
626
$5K ﹤0.01%
74
627
$5K ﹤0.01%
+360
628
$5K ﹤0.01%
+20
629
$5K ﹤0.01%
70
+58
630
$5K ﹤0.01%
+49
631
$5K ﹤0.01%
+98
632
$5K ﹤0.01%
94
633
$5K ﹤0.01%
198
634
$5K ﹤0.01%
153
635
$5K ﹤0.01%
+74
636
$5K ﹤0.01%
+34
637
$5K ﹤0.01%
75
638
$5K ﹤0.01%
152
+82
639
$5K ﹤0.01%
115
640
$5K ﹤0.01%
700
641
$5K ﹤0.01%
+30
642
$5K ﹤0.01%
167
643
$5K ﹤0.01%
160
+83
644
$5K ﹤0.01%
100
645
$5K ﹤0.01%
200
646
$5K ﹤0.01%
66
+42
647
$5K ﹤0.01%
75
+50
648
$4K ﹤0.01%
+43
649
$4K ﹤0.01%
1,181
+750
650
$4K ﹤0.01%
+51
24 25
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