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
76
$910K 0.24%
10,335
-148
77
$882K 0.23%
9,070
+229
78
$872K 0.23%
20,568
-393
79
$852K 0.22%
22,076
+72
80
$827K 0.21%
62,311
-14,129
81
$815K 0.21%
7,089
+249
82
$806K 0.21%
10,953
-53
83
$763K 0.2%
7,117
+219
84
$755K 0.2%
13,816
85
$746K 0.19%
6,195
+159
86
$745K 0.19%
5,142
+738
87
$742K 0.19%
36,233
-627
88
$725K 0.19%
7,571
+222
89
$716K 0.19%
9,049
-147
90
$711K 0.18%
6,409
91
$691K 0.18%
8,094
92
$684K 0.18%
12,388
+1,544
93
$683K 0.18%
13,813
-3,944
94
$676K 0.18%
8,123
+109
95
$659K 0.17%
18,625
+1,460
96
$634K 0.16%
10,434
-426
97
$600K 0.16%
22,088
98
$586K 0.15%
6,714
-589
99
$572K 0.15%
5,804
-776
100
$567K 0.15%
78,109
2 3
4
5 6