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
151
$402K 0.05%
1,826
152
$398K 0.05%
1,876
+494
153
$395K 0.04%
5,166
-86
154
$391K 0.04%
6,692
+752
155
$385K 0.04%
1,005
-255
156
$385K 0.04%
3,198
-45,429
157
$385K 0.04%
1,202
158
$383K 0.04%
3,799
-261
159
$381K 0.04%
15,407
-3,825
160
$377K 0.04%
3,265
+493
161
$376K 0.04%
+8,360
162
$368K 0.04%
4,445
163
$366K 0.04%
+2,826
164
$364K 0.04%
19,823
-2,062
165
$353K 0.04%
3,371
166
$341K 0.04%
+1,279
167
$336K 0.04%
6,010
+10
168
$325K 0.04%
5,712
169
$322K 0.04%
3,992
170
$321K 0.04%
+3,731
171
$307K 0.03%
7,793
-3,975
172
$304K 0.03%
2,588
+315
173
$302K 0.03%
+1,200
174
$302K 0.03%
1,739
+322
175
$295K 0.03%
4,775
5 6
7
8 9