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
$882M
AUM Growth
+$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$12.3M
3
+$11.5M
4
COR icon
Cencora
COR
+$10.5M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.88M

Top Sells

1
+$14.3M
2
+$11.4M
3
+$8.89M
4
MDT icon
Medtronic
MDT
+$8.22M
5
META icon
Meta Platforms (Facebook)
META
+$5.47M

Sector Composition

1 Technology 15.42%
2 Industrials 10.89%
3 Financials 9.7%
4 Healthcare 9.68%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.24%
8,018
-543
77
$2.11M 0.24%
42,797
-14,554
78
$2.02M 0.23%
24,157
-13,319
79
$2.01M 0.23%
15,187
80
$2.01M 0.23%
14,001
+954
81
$1.91M 0.22%
17,275
-1,899
82
$1.73M 0.2%
21,129
+251
83
$1.71M 0.19%
37,470
-398
84
$1.63M 0.19%
7,599
-33
85
$1.61M 0.18%
8,898
+55
86
$1.53M 0.17%
13,928
-2,949
87
$1.52M 0.17%
33,136
-56,614
88
$1.51M 0.17%
7,914
-250
89
$1.5M 0.17%
6,277
-330
90
$1.4M 0.16%
21,365
-526
91
$1.39M 0.16%
28,795
-1,190
92
$1.32M 0.15%
41,458
-9,775
93
$1.29M 0.15%
15,705
+260
94
$1.26M 0.14%
39,992
+33,031
95
$1.25M 0.14%
4,767
-100
96
$1.22M 0.14%
8,785
97
$1.18M 0.13%
15,020
+17
98
$1.04M 0.12%
6,878
-21,618
99
$1.03M 0.12%
24,651
-7,204
100
$911K 0.1%
4,383
-105
2 3
4
5 6