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
26
$24.1M 1%
328,273
-2,735
27
$23.8M 0.99%
170,862
-9,870
28
$23.6M 0.98%
726,600
-87,933
29
$23.4M 0.97%
73,109
+153
30
$21.9M 0.91%
122,590
-2,495
31
$21.1M 0.88%
276,473
-5,449
32
$21M 0.87%
98,519
-2,248
33
$20M 0.83%
88,081
-98,951
34
$19.5M 0.81%
327,328
-32,008
35
$19.1M 0.79%
280,519
+1,744
36
$18.5M 0.77%
338,208
-1,981
37
$17.3M 0.72%
558,250
-3,340
38
$16.2M 0.67%
23,535
-403
39
$16M 0.67%
25,681
-5,021
40
$15.7M 0.65%
61,357
-2,944
41
$15.7M 0.65%
694,276
-4,465
42
$15.7M 0.65%
29,431
-704
43
$15.6M 0.65%
398,009
-14,048
44
$15.5M 0.65%
94,514
-307
45
$15.3M 0.64%
104,469
-45
46
$15.1M 0.63%
315,380
-4,377
47
$15M 0.62%
214,379
+18,241
48
$14.9M 0.62%
125,967
+20,214
49
$14.6M 0.61%
92,959
+2,098
50
$14.5M 0.6%
365,574
-2,517
1
2
3 4 5