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
176
$290K 0.03%
4,117
177
$289K 0.03%
861
-429
178
$285K 0.03%
2,900
179
$284K 0.03%
1,670
180
$277K 0.03%
1,875
181
$268K 0.03%
+3,061
182
$266K 0.03%
+2,984
183
$265K 0.03%
+8,812
184
$261K 0.03%
+369
185
$260K 0.03%
6,733
-690
186
$257K 0.03%
+2,158
187
$256K 0.03%
+2,501
188
$254K 0.03%
814
189
$249K 0.03%
+10,508
190
$248K 0.03%
+3,457
191
$246K 0.03%
1,925
-700
192
$241K 0.03%
1,041
-48
193
$238K 0.03%
21,167
+1,215
194
$237K 0.03%
+5,511
195
$234K 0.03%
1,667
196
$233K 0.03%
1,349
-16
197
$233K 0.03%
+3,966
198
$231K 0.03%
+50
199
$229K 0.03%
+2,201
200
$229K 0.03%
+788
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