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
$2.54B
AUM Growth
+$670M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$28.6M
3
+$23.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.4M
5
AMZN icon
Amazon
AMZN
+$23.1M

Top Sells

1
+$11.1M
2
+$4.91M
3
+$1.74M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M

Sector Composition

1 Technology 16.39%
2 Financials 15.77%
3 Consumer Discretionary 11.65%
4 Healthcare 10.87%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.4M 1.08%
151,938
-3,664
27
$26.2M 1.03%
115,868
+99,281
28
$26.2M 1.03%
678,570
+411,522
29
$25.9M 1.02%
69,068
+1,706
30
$25.8M 1.02%
112,134
+45,703
31
$25.6M 1.01%
175,374
+51,305
32
$25M 0.99%
374,680
+350,260
33
$24.1M 0.95%
90,772
+1,035
34
$23.9M 0.94%
+154,013
35
$23.1M 0.91%
243,028
+46,167
36
$22M 0.87%
363,232
-1,208
37
$22M 0.87%
104,306
+212
38
$20.7M 0.82%
337,237
+11,472
39
$20.6M 0.81%
280,131
-1,263
40
$20.1M 0.79%
680,705
+39,003
41
$18.3M 0.72%
340,263
+2,381
42
$18.1M 0.71%
105,991
+17,653
43
$17.7M 0.7%
561,450
+15,150
44
$17.6M 0.69%
187,918
+4,865
45
$16.7M 0.66%
138,688
+8,489
46
$15.9M 0.63%
+391,419
47
$15.3M 0.6%
206,245
+1,555
48
$15.3M 0.6%
30,378
+390
49
$15.2M 0.6%
85,788
+283
50
$15.1M 0.59%
314,361
+69,224
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