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
776
$2K ﹤0.01%
89
777
$2K ﹤0.01%
17
778
$2K ﹤0.01%
+20
779
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50
-2,024
780
$2K ﹤0.01%
100
781
$2K ﹤0.01%
53
782
$2K ﹤0.01%
+27
783
$2K ﹤0.01%
+58
784
$2K ﹤0.01%
126
785
$2K ﹤0.01%
+11
786
$1K ﹤0.01%
27
787
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788
$1K ﹤0.01%
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789
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36
790
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6
791
$1K ﹤0.01%
26
792
$1K ﹤0.01%
+60
793
$1K ﹤0.01%
10
794
$1K ﹤0.01%
60
795
$1K ﹤0.01%
+100
796
$1K ﹤0.01%
14
797
$1K ﹤0.01%
35
798
$1K ﹤0.01%
38
799
$1K ﹤0.01%
59
800
$1K ﹤0.01%
90
30 31
32
33 34