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
701
$3K ﹤0.01%
66
702
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+38
703
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+30
704
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105
705
$3K ﹤0.01%
86
-1,021
706
$3K ﹤0.01%
+25
707
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59
708
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3
709
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710
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25
711
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+21
712
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548
713
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714
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715
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100
716
$3K ﹤0.01%
+27
717
$3K ﹤0.01%
50
718
$3K ﹤0.01%
+144
719
$3K ﹤0.01%
+60
720
$3K ﹤0.01%
+57
721
$2K ﹤0.01%
48
-150
722
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+29
723
$2K ﹤0.01%
70
724
$2K ﹤0.01%
30
725
$2K ﹤0.01%
+57
27 28
29
30 31