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
326
$80K ﹤0.01%
832
327
$80K ﹤0.01%
1,790
-940
328
$78K ﹤0.01%
2,950
-3,020
329
$78K ﹤0.01%
600
-100
330
$76K ﹤0.01%
1,843
-630
331
$75K ﹤0.01%
966
+621
332
$74K ﹤0.01%
1,340
333
$73K ﹤0.01%
3,128
-31,606
334
$73K ﹤0.01%
545
335
$73K ﹤0.01%
1,022
+22
336
$73K ﹤0.01%
418
+25
337
$72K ﹤0.01%
1,471
+21
338
$71K ﹤0.01%
367
-817
339
$71K ﹤0.01%
1,200
340
$71K ﹤0.01%
970
-358
341
$70K ﹤0.01%
4,565
342
$70K ﹤0.01%
2,112
-528
343
$69K ﹤0.01%
3,105
344
$69K ﹤0.01%
1,340
-350
345
$68K ﹤0.01%
1,666
346
$68K ﹤0.01%
2,672
-9,963
347
$67K ﹤0.01%
1,796
-41,380
348
$67K ﹤0.01%
1,232
349
$67K ﹤0.01%
2,935
+2,285
350
$65K ﹤0.01%
1,000
12 13
14
15 16