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
851
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-1,016
852
$0 ﹤0.01%
3
853
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-100
854
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-3,850
855
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-250
856
$0 ﹤0.01%
7
857
– –
-5,600
858
– –
-1,500
859
– –
-6,300
860
– –
-509
861
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-105
862
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-1,395
863
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-900
864
– –
-1,280
865
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866
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-36
867
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-300
868
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-21
869
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-459
870
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-2,000
871
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-477
872
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-600
873
$0 ﹤0.01%
158
874
– –
-200
875
$0 ﹤0.01%
4
33 34
35
36 37