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
376
$67.2K ﹤0.01%
584
377
$65.4K ﹤0.01%
1,000
378
$64.6K ﹤0.01%
570
379
$64.5K ﹤0.01%
386
380
$63.9K ﹤0.01%
1,450
-740
381
$63.5K ﹤0.01%
2,500
+1,000
382
$62.9K ﹤0.01%
2,802
+15
383
$62.7K ﹤0.01%
587
+100
384
$62K ﹤0.01%
1,100
385
$61.3K ﹤0.01%
1,040
386
$61K ﹤0.01%
4,033
387
$61K ﹤0.01%
359
+18
388
$60.2K ﹤0.01%
418
389
$60.1K ﹤0.01%
780
390
$59.9K ﹤0.01%
1,167
391
$59.5K ﹤0.01%
1,000
392
$59.1K ﹤0.01%
519
+100
393
$58K ﹤0.01%
1,466
-647
394
$57.6K ﹤0.01%
385
+50
395
$57.2K ﹤0.01%
64
+39
396
$57.2K ﹤0.01%
1,199
397
$56.7K ﹤0.01%
1,501
-59
398
$56.6K ﹤0.01%
300
399
$56K ﹤0.01%
1,229
-3
400
$55.7K ﹤0.01%
421
-32
14 15
16
17 18