WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$15.3M
2
+$9.51M
3
+$1.56M
4
AAPL icon
Apple
AAPL
+$1.26M
5
LYV icon
Live Nation Entertainment
LYV
+$1.24M

Top Sells

1
+$12.4M
2
+$10.4M
3
+$2.84M
4
WSO icon
Watsco Inc
WSO
+$2.78M
5
MSFT icon
Microsoft
MSFT
+$2.45M

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
351
$80.9K ﹤0.01%
1,500
352
$80.4K ﹤0.01%
2,000
353
$79.1K ﹤0.01%
400
354
$79.1K ﹤0.01%
1,717
-641
355
$78.5K ﹤0.01%
1,330
-18
356
$77.9K ﹤0.01%
2,309
+35
357
$77.9K ﹤0.01%
1,035
+7
358
$77.2K ﹤0.01%
4,083
359
$77.2K ﹤0.01%
1,694
-44
360
$76.7K ﹤0.01%
1,333
-33
361
$76.1K ﹤0.01%
166
+14
362
$75.9K ﹤0.01%
1,270
363
$75.8K ﹤0.01%
+199
364
$75.1K ﹤0.01%
757
365
$72.4K ﹤0.01%
2,000
366
$71.9K ﹤0.01%
350
367
$71.8K ﹤0.01%
500
368
$70.5K ﹤0.01%
680
369
$70.4K ﹤0.01%
240
-1
370
$69.7K ﹤0.01%
425
371
$69.1K ﹤0.01%
800
372
$69K ﹤0.01%
1,222
373
$68.9K ﹤0.01%
730
+26
374
$67.6K ﹤0.01%
1,016
375
$67.2K ﹤0.01%
1,650
13 14
15
16 17