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
1
$93.9M 24.3%
2,714,363
+300
2
$15.4M 4%
73,330
-70
3
$8.86M 2.29%
219,594
+260
4
$7.51M 1.94%
86,508
-1,865
5
$6.28M 1.63%
41,616
+391
6
$6.13M 1.59%
65,437
-2,561
7
$6M 1.55%
52,533
-2,543
8
$5.57M 1.44%
158,400
-2,100
9
$5.5M 1.42%
230,216
+1,192
10
$5.43M 1.41%
39,934
+241
11
$5.38M 1.39%
105,035
+2,420
12
$5.19M 1.34%
123,364
13
$4.94M 1.28%
58,344
+2,099
14
$4.84M 1.25%
112,057
+6,000
15
$4.77M 1.24%
22
-2
16
$4.3M 1.11%
41,306
+4,104
17
$4.15M 1.07%
66,799
+1,637
18
$4.14M 1.07%
29,319
+109
19
$3.68M 0.95%
37,606
+1,720
20
$3.64M 0.94%
99,812
+8,058
21
$3.59M 0.93%
21,730
+162
22
$3.46M 0.9%
28,506
+489
23
$3.42M 0.88%
59,810
+277
24
$3.4M 0.88%
99,739
-715
25
$3.39M 0.88%
54,775
+2,944
1
2 3 4 5