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
401
$47K ﹤0.01%
+1,334
402
$47K ﹤0.01%
1,167
403
$47K ﹤0.01%
881
-546
404
$47K ﹤0.01%
343
-100
405
$47K ﹤0.01%
3,629
-980
406
$46K ﹤0.01%
475
407
$46K ﹤0.01%
+2,560
408
$46K ﹤0.01%
2,000
409
$46K ﹤0.01%
436
+30
410
$45K ﹤0.01%
7,246
411
$45K ﹤0.01%
2,500
412
$44K ﹤0.01%
1,449
-2,667
413
$44K ﹤0.01%
819
-1,463
414
$44K ﹤0.01%
490
-320
415
$44K ﹤0.01%
478
416
$43K ﹤0.01%
464
-492
417
$43K ﹤0.01%
+2,595
418
$43K ﹤0.01%
3,400
419
$43K ﹤0.01%
2,885
420
$43K ﹤0.01%
657
421
$43K ﹤0.01%
+545
422
$43K ﹤0.01%
1,376
+434
423
$42K ﹤0.01%
785
424
$42K ﹤0.01%
+3,000
425
$42K ﹤0.01%
1,219
-193
15 16
17
18 19