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%
+36
702
$3K ﹤0.01%
106
703
$3K ﹤0.01%
36
+25
704
$3K ﹤0.01%
+60
705
$3K ﹤0.01%
+102
706
$3K ﹤0.01%
66
707
$3K ﹤0.01%
+38
708
$3K ﹤0.01%
+30
709
$3K ﹤0.01%
105
710
$3K ﹤0.01%
86
-1,021
711
$3K ﹤0.01%
+25
712
$3K ﹤0.01%
59
713
$3K ﹤0.01%
3
714
$3K ﹤0.01%
+57
715
$3K ﹤0.01%
54
716
$3K ﹤0.01%
25
717
$3K ﹤0.01%
+21
718
$3K ﹤0.01%
548
719
$3K ﹤0.01%
+46
720
$3K ﹤0.01%
+75
721
$2K ﹤0.01%
+104
722
$2K ﹤0.01%
26
723
$2K ﹤0.01%
60
724
$2K ﹤0.01%
+34
725
$2K ﹤0.01%
+110
27 28
29
30 31