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
201
$153K 0.04%
2,011
-2,674
202
$149K 0.04%
2,048
+230
203
$148K 0.04%
432
-171
204
$148K 0.04%
4,778
205
$145K 0.04%
1,391
+25
206
$144K 0.04%
1,880
207
$144K 0.04%
1,600
208
$143K 0.04%
2,548
209
$142K 0.04%
2,197
210
$140K 0.04%
998
+473
211
$140K 0.04%
1,241
-253
212
$140K 0.04%
4,408
213
$139K 0.04%
1,787
-479
214
$139K 0.04%
4,300
215
$138K 0.04%
3,250
216
$137K 0.04%
3,950
217
$136K 0.04%
1,742
-1,380
218
$133K 0.03%
3,903
+113
219
$133K 0.03%
4,597
+558
220
$132K 0.03%
3,074
221
$131K 0.03%
+8,460
222
$129K 0.03%
5,384
+3,080
223
$128K 0.03%
3,600
-260
224
$128K 0.03%
8,639
-3,445
225
$127K 0.03%
3,526
-1,476
7 8
9
10 11