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
101
$907K 0.1%
5,200
+296
102
$860K 0.1%
6,335
103
$839K 0.1%
1,522
-20,627
104
$834K 0.09%
6,274
105
$833K 0.09%
7,119
-1,956
106
$812K 0.09%
1,669
-22
107
$809K 0.09%
3,385
+285
108
$766K 0.09%
7,585
-320
109
$755K 0.09%
51,700
-6,700
110
$753K 0.09%
19,320
+1,486
111
$730K 0.08%
2,985
+739
112
$719K 0.08%
23,233
-4,004
113
$714K 0.08%
6,050
+301
114
$701K 0.08%
20,889
115
$701K 0.08%
7,405
-779
116
$675K 0.08%
4,528
+139
117
$670K 0.08%
3,146
-163
118
$664K 0.08%
20,228
119
$653K 0.07%
1,860
-10
120
$645K 0.07%
+6,182
121
$636K 0.07%
2,700
122
$634K 0.07%
14,009
123
$610K 0.07%
13,132
+4,659
124
$600K 0.07%
5,978
-3,041
125
$548K 0.06%
1,779
+3
3 4
5
6 7