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
426
$47.6K ﹤0.01%
196
+26
427
$47.4K ﹤0.01%
2,715
428
$47.2K ﹤0.01%
177
-10
429
$46.7K ﹤0.01%
3,000
430
$46.5K ﹤0.01%
3,600
431
$46.1K ﹤0.01%
1,000
432
$45.7K ﹤0.01%
200
433
$45.6K ﹤0.01%
321
-1,498
434
$45.4K ﹤0.01%
102
435
$44.8K ﹤0.01%
1,460
436
$44.4K ﹤0.01%
2,290
-83
437
$43.9K ﹤0.01%
1,500
438
$43.8K ﹤0.01%
1,800
439
$43.5K ﹤0.01%
775
440
$43.2K ﹤0.01%
661
441
$42.9K ﹤0.01%
600
442
$42.4K ﹤0.01%
232
+14
443
$42.1K ﹤0.01%
791
-3
444
$41.5K ﹤0.01%
3,852
445
$41.4K ﹤0.01%
575
-25
446
$41.3K ﹤0.01%
2,440
447
$41.2K ﹤0.01%
1,400
448
$40.7K ﹤0.01%
461
449
$40.3K ﹤0.01%
140
+70
450
$39.7K ﹤0.01%
2,120
16 17
18
19 20