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
376
$57K ﹤0.01%
316
+180
377
$57K ﹤0.01%
1,292
378
$56K ﹤0.01%
3,775
-200
379
$55K ﹤0.01%
944
+590
380
$55K ﹤0.01%
923
+382
381
$55K ﹤0.01%
624
382
$55K ﹤0.01%
513
-3
383
$54K ﹤0.01%
+800
384
$54K ﹤0.01%
1,802
-1,212
385
$53K ﹤0.01%
318
386
$53K ﹤0.01%
800
387
$53K ﹤0.01%
370
-10,464
388
$52K ﹤0.01%
1,000
389
$52K ﹤0.01%
1,250
-200
390
$52K ﹤0.01%
+319
391
$51K ﹤0.01%
729
-800
392
$50K ﹤0.01%
7,099
-576
393
$50K ﹤0.01%
972
394
$49K ﹤0.01%
3,679
395
$48K ﹤0.01%
110
+79
396
$48K ﹤0.01%
429
397
$48K ﹤0.01%
465
+461
398
$48K ﹤0.01%
+1,901
399
$48K ﹤0.01%
293
-164
400
$47K ﹤0.01%
1,240
-2,960
14 15
16
17 18