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
276
$131K 0.01%
4,385
-1,300
277
$131K 0.01%
541
+169
278
$130K 0.01%
5,725
-1,050
279
$130K 0.01%
5,882
-46,666
280
$127K 0.01%
3,600
281
$126K 0.01%
3,640
+1,590
282
$126K 0.01%
1,550
-200
283
$126K 0.01%
1,742
-6
284
$125K 0.01%
4,140
-4,564
285
$122K 0.01%
9,440
286
$121K 0.01%
3,400
+652
287
$119K ﹤0.01%
2,022
-707
288
$118K ﹤0.01%
615
289
$114K ﹤0.01%
704
290
$111K ﹤0.01%
3,321
+645
291
$111K ﹤0.01%
1,073
-623
292
$109K ﹤0.01%
1,605
-311
293
$109K ﹤0.01%
2,250
294
$109K ﹤0.01%
2,330
+1,280
295
$108K ﹤0.01%
2,682
-900
296
$108K ﹤0.01%
418
-24
297
$107K ﹤0.01%
1,430
-25
298
$105K ﹤0.01%
1,689
+260
299
$105K ﹤0.01%
596
-100
300
$101K ﹤0.01%
14,225
-4,300