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
$882M
AUM Growth
+$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$12.3M
3
+$11.5M
4
COR icon
Cencora
COR
+$10.5M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.88M

Top Sells

1
+$14.3M
2
+$11.4M
3
+$8.89M
4
MDT icon
Medtronic
MDT
+$8.22M
5
META icon
Meta Platforms (Facebook)
META
+$5.47M

Sector Composition

1 Technology 15.42%
2 Industrials 10.89%
3 Financials 9.7%
4 Healthcare 9.68%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.37M 0.61%
64,235
+9,787
52
$5.08M 0.58%
185,157
-1,139
53
$4.64M 0.53%
13,729
-738
54
$4.56M 0.52%
40,486
+61
55
$4.52M 0.51%
25,612
-397
56
$4.51M 0.51%
98,333
+57,518
57
$4.08M 0.46%
54,130
+8,638
58
$4M 0.45%
39,880
-386
59
$3.93M 0.45%
20,545
+602
60
$3.48M 0.39%
9,998
+577
61
$3.36M 0.38%
71,945
+35,431
62
$3.2M 0.36%
61,946
+252
63
$3.15M 0.36%
10,200
-811
64
$3.08M 0.35%
266,699
-766
65
$2.98M 0.34%
16,599
-79
66
$2.85M 0.32%
7,800
+9
67
$2.84M 0.32%
17,554
+333
68
$2.59M 0.29%
24,589
-2,990
69
$2.56M 0.29%
51,864
+2,060
70
$2.54M 0.29%
35,350
+4,850
71
$2.53M 0.29%
28,839
-3,510
72
$2.44M 0.28%
33,159
-37,466
73
$2.35M 0.27%
45,768
-1,549
74
$2.19M 0.25%
11,933
+405
75
$2.19M 0.25%
21,634
-417
1 2
3
4 5