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
51
$1.7M 0.44%
28,328
+710
52
$1.64M 0.42%
49,115
-5,162
53
$1.64M 0.42%
10,844
+217
54
$1.62M 0.42%
14,200
55
$1.57M 0.41%
104,553
+880
56
$1.44M 0.37%
43,794
-886
57
$1.43M 0.37%
9,818
-407
58
$1.4M 0.36%
12,277
+1,293
59
$1.37M 0.36%
12,223
+746
60
$1.34M 0.35%
30,238
-591
61
$1.32M 0.34%
49,804
62
$1.3M 0.34%
11,265
-379
63
$1.29M 0.33%
12,194
+180
64
$1.28M 0.33%
25,182
+1,616
65
$1.28M 0.33%
8,764
66
$1.2M 0.31%
17,621
+945
67
$1.16M 0.3%
12,000
68
$1.1M 0.28%
28,899
+8,343
69
$1.09M 0.28%
15,796
+773
70
$1.08M 0.28%
7,886
+118
71
$1.04M 0.27%
7,594
+29
72
$1.03M 0.27%
29,996
73
$1.02M 0.27%
38,660
74
$998K 0.26%
6,559
+663
75
$998K 0.26%
9,813
+1,093
1 2
3
4 5