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
726
$2K ﹤0.01%
65
727
$2K ﹤0.01%
4
728
$2K ﹤0.01%
+88
729
$2K ﹤0.01%
+62
730
$2K ﹤0.01%
95
731
$2K ﹤0.01%
+100
732
$2K ﹤0.01%
42
733
$2K ﹤0.01%
+104
734
$2K ﹤0.01%
26
735
$2K ﹤0.01%
60
736
$2K ﹤0.01%
+34
737
$2K ﹤0.01%
+110
738
$2K ﹤0.01%
+84
739
$2K ﹤0.01%
+28
740
$2K ﹤0.01%
45
741
$2K ﹤0.01%
45
742
$2K ﹤0.01%
15
743
$2K ﹤0.01%
+31
744
$2K ﹤0.01%
+32
745
$2K ﹤0.01%
+70
746
$2K ﹤0.01%
94
747
$2K ﹤0.01%
+19
748
$2K ﹤0.01%
+26
749
$2K ﹤0.01%
+26
750
$2K ﹤0.01%
+100
28 29
30
31 32