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
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.2M
3
+$1.57M
4
LYV icon
Live Nation Entertainment
LYV
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$12.4M
2
+$11M
3
+$3.12M
4
PNC icon
PNC Financial Services
PNC
+$2.93M
5
MSFT icon
Microsoft
MSFT
+$2.66M

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
401
$55.4K ﹤0.01%
+580
402
$55.2K ﹤0.01%
1,647
-332
403
$55.2K ﹤0.01%
510
404
$55K ﹤0.01%
92
405
$54.6K ﹤0.01%
180
+90
406
$54.1K ﹤0.01%
1,713
+63
407
$53.8K ﹤0.01%
700
408
$53.5K ﹤0.01%
2,800
409
$53.2K ﹤0.01%
826
410
$52.5K ﹤0.01%
1,650
411
$52.1K ﹤0.01%
3,490
412
$51.8K ﹤0.01%
250
413
$51.8K ﹤0.01%
5,187
-863
414
$51.7K ﹤0.01%
450
415
$51.7K ﹤0.01%
459
+319
416
$51.7K ﹤0.01%
225
417
$51.4K ﹤0.01%
1,016
418
$51K ﹤0.01%
3,105
419
$50.6K ﹤0.01%
360
420
$50.4K ﹤0.01%
550
421
$50.2K ﹤0.01%
390
422
$49.9K ﹤0.01%
+2,296
423
$49.7K ﹤0.01%
346
+2
424
$49.4K ﹤0.01%
500
425
$49.4K ﹤0.01%
990
15 16
17
18 19