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
826
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-36
827
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828
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829
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-459
830
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-2,000
831
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-477
832
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-600
833
$0 ﹤0.01%
158
834
– –
-200
835
$0 ﹤0.01%
4
836
$0 ﹤0.01%
3
837
$0 ﹤0.01%
67
838
– –
-400
839
– –
-3,655
840
– –
-1,565
841
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-1,000
842
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843
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844
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-5,000
845
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-500
846
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-5,000
847
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-1,428
848
– –
-100
849
$0 ﹤0.01%
1
850
– –
-300
32 33
34
35 36