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
801
$1K ﹤0.01%
90
802
$1K ﹤0.01%
+393
803
$1K ﹤0.01%
58
804
$1K ﹤0.01%
2
805
$1K ﹤0.01%
+49
806
$1K ﹤0.01%
68
-1
807
$1K ﹤0.01%
17
808
$1K ﹤0.01%
62
809
$1K ﹤0.01%
31
810
$1K ﹤0.01%
35
811
– –
-240
812
– –
-221
813
– –
-500
814
– –
-304
815
– –
-27
816
$0 ﹤0.01%
5
817
– –
-5,950
818
– –
-250
819
– –
-300
820
– –
-727
821
– –
-2,810
822
– –
-1,700
823
– –
-1,016
824
$0 ﹤0.01%
3
825
– –
-1,686
31 32
33
34 35