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
426
$42K ﹤0.01%
459
-1,000
427
$41K ﹤0.01%
632
428
$41K ﹤0.01%
2,957
429
$41K ﹤0.01%
750
-470
430
$40K ﹤0.01%
+411
431
$40K ﹤0.01%
1,200
432
$39K ﹤0.01%
1,500
-2,500
433
$39K ﹤0.01%
+100
434
$39K ﹤0.01%
1,100
435
$39K ﹤0.01%
+700
436
$38K ﹤0.01%
800
437
$38K ﹤0.01%
+191
438
$38K ﹤0.01%
+700
439
$37K ﹤0.01%
740
-1,950
440
$37K ﹤0.01%
178
-53
441
$37K ﹤0.01%
500
442
$37K ﹤0.01%
631
443
$37K ﹤0.01%
500
-700
444
$36K ﹤0.01%
333
445
$36K ﹤0.01%
600
446
$36K ﹤0.01%
3,000
447
$36K ﹤0.01%
1,000
448
$36K ﹤0.01%
1,100
449
$36K ﹤0.01%
2,700
450
$36K ﹤0.01%
1,510
+712
16 17
18
19 20