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
151
$266K 0.07%
3,580
+200
152
$263K 0.07%
3,593
153
$261K 0.07%
3,736
+390
154
$260K 0.07%
20,661
+200
155
$254K 0.07%
10,460
-800
156
$253K 0.07%
3,615
+535
157
$252K 0.07%
4,915
+140
158
$247K 0.06%
6,965
+79
159
$247K 0.06%
3,346
160
$246K 0.06%
24,330
161
$242K 0.06%
1,087
162
$231K 0.06%
4,981
163
$230K 0.06%
1,749
164
$227K 0.06%
6,260
-600
165
$223K 0.06%
3,904
-600
166
$216K 0.06%
4,000
167
$214K 0.06%
4,156
+110
168
$214K 0.06%
2,752
169
$214K 0.06%
3,651
+76
170
$213K 0.06%
922
171
$207K 0.05%
3,945
172
$207K 0.05%
1,700
173
$202K 0.05%
3,765
-160
174
$200K 0.05%
3,344
+180
175
$197K 0.05%
2,901
+1,361
5 6
7
8 9