WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.54B
AUM Growth
+$670M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$35.8M
2 +$28.6M
3 +$23.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.4M
5
AMZN icon
Amazon
AMZN
+$23.1M

Top Sells

1 +$11.1M
2 +$4.91M
3 +$1.74M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M

Sector Composition

1 Technology 16.39%
2 Financials 15.77%
3 Consumer Discretionary 11.65%
4 Healthcare 10.87%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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240
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246
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-7,000
249
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