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
351
$65K ﹤0.01%
+1,160
352
$65K ﹤0.01%
5,200
-3,200
353
$64K ﹤0.01%
2,800
354
$64K ﹤0.01%
2,000
355
$63K ﹤0.01%
6,726
-13,451
356
$62K ﹤0.01%
2,520
-3,100
357
$62K ﹤0.01%
1,230
+123
358
$62K ﹤0.01%
1,236
359
$61K ﹤0.01%
375
360
$61K ﹤0.01%
+805
361
$61K ﹤0.01%
1,243
-559
362
$61K ﹤0.01%
515
+290
363
$61K ﹤0.01%
+2,360
364
$60K ﹤0.01%
3,457
-10
365
$60K ﹤0.01%
2,123
366
$60K ﹤0.01%
300
367
$59K ﹤0.01%
1,262
368
$59K ﹤0.01%
315
369
$58K ﹤0.01%
1,583
-710
370
$58K ﹤0.01%
700
371
$58K ﹤0.01%
2,531
+2,142
372
$58K ﹤0.01%
600
373
$57K ﹤0.01%
1,838
-661
374
$57K ﹤0.01%
2,000
-478
375
$57K ﹤0.01%
1,191
13 14
15
16 17