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
$2.41B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$7.01M
3
+$6.67M
4
MTN icon
Vail Resorts
MTN
+$6.34M
5
SYK icon
Stryker
SYK
+$5.74M

Top Sells

1
+$22.5M
2
+$19.9M
3
+$9.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.55M
5
AMZN icon
Amazon
AMZN
+$8.22M

Sector Composition

1 Technology 19.04%
2 Financials 14.37%
3 Healthcare 12%
4 Consumer Discretionary 11.85%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$235K 0.01%
2,712
-1,746
227
$231K 0.01%
4,475
-3,634
228
$229K 0.01%
13,576
-6,648
229
$228K 0.01%
6,774
230
$228K 0.01%
2,612
-7,156
231
$222K 0.01%
6,665
-1,609
232
$220K 0.01%
2,526
+1,198
233
$216K 0.01%
7,885
-3,815
234
$215K 0.01%
2,750
235
$214K 0.01%
6,019
236
$211K 0.01%
680
+5
237
$204K 0.01%
2,225
238
$199K 0.01%
3,300
239
$198K 0.01%
4,030
-320
240
$187K 0.01%
2,080
241
$185K 0.01%
2,333
-1,551
242
$183K 0.01%
5,158
243
$183K 0.01%
7,122
-810
244
$183K 0.01%
2,926
-50
245
$182K 0.01%
1,904
+1,182
246
$179K 0.01%
5,347
-11,873
247
$176K 0.01%
7,500
-970
248
$174K 0.01%
928
-180
249
$170K 0.01%
3,375
-1,934
250
$167K 0.01%
1,495
-572
8 9
10
11 12