WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+0.36%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$410M
AUM Growth
-$5.1M
(-1.2%)
Cap. Flow
-$4.22M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
45.14%
Holding
844
New
43
Increased
132
Reduced
111
Closed
49
Top Buys
| 1 |
Medtronic
MDT
|
$6.9M |
| 2 |
Viatris
VTRS
|
$6.37M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$1.09M |
| 4 |
ProShares Short S&P500
SH
|
$427K |
| 5 |
Meta Platforms (Facebook)
META
|
$279K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$2.16M |
| 2 |
AT&T
T
|
$2.14M |
| 3 |
Expeditors International
EXPD
|
$1.6M |
| 4 |
Weyerhaeuser
WY
|
$1.58M |
| 5 |
PepsiCo
PEP
|
$1.38M |
Sector Composition
| 1 | Industrials | 33.78% |
| 2 | Financials | 12.63% |
| 3 | Healthcare | 10.22% |
| 4 | Technology | 8.01% |
| 5 | Energy | 5.31% |
