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
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.2M
3
+$1.57M
4
LYV icon
Live Nation Entertainment
LYV
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$12.4M
2
+$11M
3
+$3.12M
4
PNC icon
PNC Financial Services
PNC
+$2.93M
5
MSFT icon
Microsoft
MSFT
+$2.66M

Sector Composition

1 Technology 22.83%
2 Financials 10.2%
3 Healthcare 10.15%
4 Industrials 7.39%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$153K 0.01%
1,467
277
$152K 0.01%
1,076
+44
278
$149K 0.01%
5,700
279
$147K 0.01%
2,326
280
$145K 0.01%
2,328
-60
281
$145K 0.01%
2,943
-7
282
$143K 0.01%
750
283
$143K 0.01%
1,025
284
$141K 0.01%
1,738
-56
285
$140K 0.01%
5,350
286
$139K 0.01%
856
287
$138K 0.01%
3,850
+5
288
$137K 0.01%
2,140
289
$133K 0.01%
545
290
$133K 0.01%
4,137
291
$133K 0.01%
1,580
-563
292
$132K 0.01%
2,694
293
$131K 0.01%
600
294
$130K 0.01%
5,400
-746
295
$126K 0.01%
5,750
+3,500
296
$125K 0.01%
7,028
297
$123K 0.01%
2,000
298
$119K 0.01%
2,500
+200
299
$119K 0.01%
9,467
-8,291
300
$117K ﹤0.01%
339
-1
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