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
101
$561K 0.15%
7,118
+509
102
$522K 0.14%
16,014
+1,608
103
$509K 0.13%
6,102
-5,359
104
$478K 0.12%
10,548
-1,560
105
$474K 0.12%
10,874
+338
106
$471K 0.12%
3,101
+300
107
$464K 0.12%
5,235
-943
108
$458K 0.12%
8,184
109
$433K 0.11%
14,505
+865
110
$421K 0.11%
9,244
+4,290
111
$420K 0.11%
5,664
+124
112
$408K 0.11%
10,237
+2,751
113
$404K 0.1%
5,341
+250
114
$401K 0.1%
7,694
+930
115
$395K 0.1%
5,629
+729
116
$382K 0.1%
13,495
+500
117
$380K 0.1%
21,608
118
$378K 0.1%
3,094
119
$377K 0.1%
9,611
-215
120
$365K 0.09%
6,447
-46
121
$364K 0.09%
3,040
+15
122
$355K 0.09%
4,139
+622
123
$353K 0.09%
9,860
+320
124
$349K 0.09%
9,907
+1,540
125
$347K 0.09%
4,725
-40
3 4
5
6 7