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
451
$39.7K ﹤0.01%
643
452
$39.7K ﹤0.01%
1,517
453
$39K ﹤0.01%
100
454
$38.8K ﹤0.01%
760
455
$38.4K ﹤0.01%
500
456
$37.9K ﹤0.01%
1,381
457
$37.8K ﹤0.01%
647
458
$37.5K ﹤0.01%
107
+1
459
$37.5K ﹤0.01%
150
460
$36.8K ﹤0.01%
350
-1
461
$36.4K ﹤0.01%
443
-31
462
$36.4K ﹤0.01%
5,000
463
$35.9K ﹤0.01%
637
464
$35.9K ﹤0.01%
383
465
$35.7K ﹤0.01%
524
466
$35.6K ﹤0.01%
+400
467
$35.6K ﹤0.01%
728
468
$35.3K ﹤0.01%
255
469
$35K ﹤0.01%
157
470
$35K ﹤0.01%
339
+207
471
$34.9K ﹤0.01%
396
472
$34.2K ﹤0.01%
80
473
$33.7K ﹤0.01%
1,666
474
$33.5K ﹤0.01%
948
475
$33.1K ﹤0.01%
419