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
301
$99K ﹤0.01%
3,666
-35
302
$97K ﹤0.01%
2,268
303
$97K ﹤0.01%
3,705
+985
304
$97K ﹤0.01%
2,000
305
$97K ﹤0.01%
1,863
+863
306
$96K ﹤0.01%
1,190
+638
307
$94K ﹤0.01%
1,686
+1,147
308
$92K ﹤0.01%
3,000
309
$92K ﹤0.01%
1,681
-327
310
$91K ﹤0.01%
392
-99
311
$89K ﹤0.01%
2,100
-590
312
$88K ﹤0.01%
3,377
+43
313
$87K ﹤0.01%
619
+440
314
$87K ﹤0.01%
4,128
-82,534
315
$86K ﹤0.01%
2,094
316
$85K ﹤0.01%
500
-15
317
$85K ﹤0.01%
1,157
+365
318
$85K ﹤0.01%
1,810
+1,010
319
$84K ﹤0.01%
2,491
-666
320
$83K ﹤0.01%
3,093
321
$83K ﹤0.01%
3,950
-2,700
322
$83K ﹤0.01%
2,129
-19,633
323
$82K ﹤0.01%
2,250
-4,350
324
$81K ﹤0.01%
1,714
+1,681
325
$81K ﹤0.01%
910
+183
11 12
13
14 15