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
251
$167K 0.01%
1,866
-7,548
252
$166K 0.01%
2,160
253
$166K 0.01%
1,750
254
$163K 0.01%
5,540
-8
255
$162K 0.01%
3,844
256
$159K 0.01%
4,000
257
$159K 0.01%
6,082
-16,085
258
$157K 0.01%
+6,400
259
$155K 0.01%
1,573
+473
260
$153K 0.01%
2,634
-7
261
$149K 0.01%
2,437
262
$146K 0.01%
1,719
-213
263
$146K 0.01%
1,619
264
$145K 0.01%
1,487
265
$138K 0.01%
1,250
266
$138K 0.01%
4,759
-25
267
$138K 0.01%
1,223
-126
268
$136K 0.01%
5,309
-3,610
269
$135K 0.01%
706
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270
$135K 0.01%
2,530
271
$134K 0.01%
1,582
-75
272
$133K 0.01%
2,362
+60
273
$132K 0.01%
5,000
-2,400
274
$132K 0.01%
3,051
275
$131K 0.01%
2,647
-140