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
301
$117K ﹤0.01%
1,103
-24
302
$115K ﹤0.01%
1,754
-1,125
303
$115K ﹤0.01%
3,735
304
$114K ﹤0.01%
583
305
$113K ﹤0.01%
1,000
306
$113K ﹤0.01%
3,093
307
$113K ﹤0.01%
1,004
308
$111K ﹤0.01%
683
309
$111K ﹤0.01%
250
-72
310
$108K ﹤0.01%
+13,817
311
$108K ﹤0.01%
2,000
312
$106K ﹤0.01%
1,200
313
$106K ﹤0.01%
534
314
$106K ﹤0.01%
667
-326
315
$105K ﹤0.01%
500
316
$105K ﹤0.01%
1,294
+494
317
$103K ﹤0.01%
3,498
-4
318
$103K ﹤0.01%
408
-1
319
$103K ﹤0.01%
362
320
$101K ﹤0.01%
1,045
321
$101K ﹤0.01%
410
+5
322
$100K ﹤0.01%
717
323
$99.2K ﹤0.01%
1,532
324
$98.7K ﹤0.01%
2,500
+1,500
325
$98.5K ﹤0.01%
503
11 12
13
14 15