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
126
$542K 0.06%
13,130
+3,448
127
$527K 0.06%
1,406
128
$504K 0.06%
7,931
129
$496K 0.06%
5,091
-2,170
130
$488K 0.06%
3,366
+417
131
$486K 0.06%
5,400
+300
132
$481K 0.05%
3,412
-337
133
$480K 0.05%
11,613
134
$479K 0.05%
+1,886
135
$478K 0.05%
7,180
+1,417
136
$474K 0.05%
6,097
-105,759
137
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17,719
-8,134
138
$468K 0.05%
5,271
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139
$456K 0.05%
2,776
-255
140
$455K 0.05%
6,114
141
$454K 0.05%
2,119
-56
142
$447K 0.05%
4,066
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143
$446K 0.05%
2,189
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144
$438K 0.05%
6,412
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145
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146
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2,463
-1,625
147
$424K 0.05%
6,732
+287
148
$411K 0.05%
8,685
+1,167
149
$411K 0.05%
1,939
150
$407K 0.05%
1,650
4 5
6
7 8