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
676
$4K ﹤0.01%
+18
677
$4K ﹤0.01%
139
678
$4K ﹤0.01%
400
679
$4K ﹤0.01%
+54
680
$4K ﹤0.01%
+78
681
$4K ﹤0.01%
114
682
$4K ﹤0.01%
+55
683
$4K ﹤0.01%
26
684
$4K ﹤0.01%
+19
685
$3K ﹤0.01%
40
686
$3K ﹤0.01%
+74
687
$3K ﹤0.01%
+71
688
$3K ﹤0.01%
25
689
$3K ﹤0.01%
+21
690
$3K ﹤0.01%
184
-2
691
$3K ﹤0.01%
+416
692
$3K ﹤0.01%
245
+111
693
$3K ﹤0.01%
170
694
$3K ﹤0.01%
+16
695
$3K ﹤0.01%
170
696
$3K ﹤0.01%
24
-216
697
$3K ﹤0.01%
+36
698
$3K ﹤0.01%
106
699
$3K ﹤0.01%
36
+25
700
$3K ﹤0.01%
+102
26 27
28
29 30