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
326
$96.9K ﹤0.01%
365
-4
327
$96.5K ﹤0.01%
7,599
-3,000
328
$96.1K ﹤0.01%
4,000
329
$94.1K ﹤0.01%
2,200
330
$93.7K ﹤0.01%
1,568
-2
331
$93.3K ﹤0.01%
1,906
-60
332
$90.9K ﹤0.01%
257
333
$90.7K ﹤0.01%
2,750
334
$90.3K ﹤0.01%
1,000
335
$90.2K ﹤0.01%
805
+415
336
$88.9K ﹤0.01%
312
337
$88.7K ﹤0.01%
300
338
$88.3K ﹤0.01%
1,020
+8
339
$88.2K ﹤0.01%
1,090
340
$88.1K ﹤0.01%
+220
341
$85.8K ﹤0.01%
753
-29
342
$85.7K ﹤0.01%
955
343
$85.7K ﹤0.01%
1,472
344
$85.6K ﹤0.01%
2,590
+317
345
$84.7K ﹤0.01%
1,211
346
$83.2K ﹤0.01%
1,450
347
$83K ﹤0.01%
377
348
$82K ﹤0.01%
3,500
349
$81.6K ﹤0.01%
1,299
350
$81K ﹤0.01%
1,080
12 13
14
15 16