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
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.2M
3
+$1.57M
4
LYV icon
Live Nation Entertainment
LYV
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$12.4M
2
+$11M
3
+$3.12M
4
PNC icon
PNC Financial Services
PNC
+$2.93M
5
MSFT icon
Microsoft
MSFT
+$2.66M

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
26
$21.4M 0.9%
80,993
-523
27
$21.2M 0.9%
250,469
+616
28
$21.2M 0.89%
108,939
-265
29
$20.6M 0.87%
109,599
-1,262
30
$20.5M 0.86%
274,461
+212,374
31
$19.9M 0.84%
203,620
+1,415
32
$19.6M 0.83%
51,453
-8,190
33
$19.3M 0.81%
85,411
-1,070
34
$19M 0.8%
27,437
-139
35
$18.7M 0.79%
61,290
-342
36
$18.6M 0.78%
23,715
-325
37
$18.6M 0.78%
245,382
-1,395
38
$18.5M 0.78%
691,861
+3,009
39
$18.2M 0.77%
45,354
+645
40
$18.1M 0.76%
33,589
-218
41
$17.9M 0.76%
81,559
-525
42
$17.6M 0.74%
84,934
+76
43
$17.5M 0.74%
252,654
+6,773
44
$17.3M 0.73%
169,353
+819
45
$17.1M 0.72%
35,340
-1,053
46
$17.1M 0.72%
156,291
+6,118
47
$17M 0.72%
34,862
+783
48
$16.9M 0.71%
343,704
+19,164
49
$16.9M 0.71%
250,764
+17,735
50
$16.9M 0.71%
231,413
-2,607
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