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
876
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877
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-3,850
878
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879
$0 ﹤0.01%
7
880
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881
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882
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-6,300
883
– –
-509
884
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-21
885
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-1,395
886
– –
-900
887
– –
-1,280
888
$0 ﹤0.01%
14
889
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-700
890
– –
-1,026
891
– –
-4,655
892
$0 ﹤0.01%
40
893
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-50
894
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-500
895
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-290
896
– –
-83
897
$0 ﹤0.01%
700
898
– –
-211
899
– –
-58
900
– –
-57
33 34 35
36
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