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
476
$31K ﹤0.01%
625
-25
477
$31K ﹤0.01%
551
+112
478
$30K ﹤0.01%
275
479
$30K ﹤0.01%
820
480
$30K ﹤0.01%
386
-8
481
$30K ﹤0.01%
+1,175
482
$30K ﹤0.01%
225
-138
483
$30K ﹤0.01%
1,820
+1,220
484
$30K ﹤0.01%
739
485
$30K ﹤0.01%
2,400
-2,720
486
$30K ﹤0.01%
321
+242
487
$30K ﹤0.01%
4,000
488
$29K ﹤0.01%
1,126
489
$29K ﹤0.01%
1,685
+150
490
$29K ﹤0.01%
225
-6,425
491
$29K ﹤0.01%
600
-668
492
$29K ﹤0.01%
923
-732
493
$28K ﹤0.01%
167
494
$28K ﹤0.01%
1,175
-450
495
$28K ﹤0.01%
+2,520
496
$28K ﹤0.01%
450
-200
497
$28K ﹤0.01%
385
498
$28K ﹤0.01%
586
499
$28K ﹤0.01%
150
500
$28K ﹤0.01%
420
-975