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
126
$341K 0.09%
6,299
-1,549
127
$340K 0.09%
5,268
-643
128
$332K 0.09%
4,486
+89
129
$328K 0.08%
1,756
130
$328K 0.08%
11,006
131
$327K 0.08%
2,211
+901
132
$324K 0.08%
2,776
133
$323K 0.08%
9,320
-1,780
134
$320K 0.08%
2,820
-45
135
$317K 0.08%
3,448
+18
136
$315K 0.08%
267,960
137
$312K 0.08%
1,489
-2,139
138
$309K 0.08%
8,440
+1,517
139
$309K 0.08%
7,872
+386
140
$308K 0.08%
2,213
141
$306K 0.08%
4,880
-100
142
$303K 0.08%
4,000
-471
143
$303K 0.08%
1,253
+34
144
$302K 0.08%
3,799
+92
145
$299K 0.08%
2,509
-200
146
$295K 0.08%
12,114
-900
147
$289K 0.07%
2,687
+484
148
$281K 0.07%
3,300
149
$279K 0.07%
2,183
150
$275K 0.07%
5,044
4 5
6
7 8