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
651
$4K ﹤0.01%
+188
652
$4K ﹤0.01%
+88
653
$4K ﹤0.01%
125
654
$4K ﹤0.01%
+29
655
$4K ﹤0.01%
554
+370
656
$4K ﹤0.01%
181
+114
657
$4K ﹤0.01%
320
658
$4K ﹤0.01%
+89
659
$4K ﹤0.01%
+42
660
$4K ﹤0.01%
+45
661
$4K ﹤0.01%
186
+126
662
$4K ﹤0.01%
230
+132
663
$4K ﹤0.01%
98
664
$4K ﹤0.01%
195
665
$4K ﹤0.01%
+88
666
$4K ﹤0.01%
27
+26
667
$4K ﹤0.01%
172
668
$4K ﹤0.01%
86
-314
669
$4K ﹤0.01%
172
670
$4K ﹤0.01%
50
671
$4K ﹤0.01%
40
672
$4K ﹤0.01%
+68
673
$4K ﹤0.01%
+74
674
$4K ﹤0.01%
306
675
$4K ﹤0.01%
54
25 26
27
28 29