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
476
$32.4K ﹤0.01%
245
477
$32.1K ﹤0.01%
211
+25
478
$32.1K ﹤0.01%
1,200
479
$32K ﹤0.01%
+525
480
$31.9K ﹤0.01%
1,000
481
$31.8K ﹤0.01%
175
482
$31.6K ﹤0.01%
666
483
$31.4K ﹤0.01%
190
484
$30.8K ﹤0.01%
270
-1
485
$30.8K ﹤0.01%
+712
486
$30.6K ﹤0.01%
249
487
$30.4K ﹤0.01%
367
488
$30.3K ﹤0.01%
528
-56
489
$30.1K ﹤0.01%
278
490
$30.1K ﹤0.01%
147
-55
491
$30K ﹤0.01%
310
+78
492
$29.7K ﹤0.01%
350
-25
493
$29.7K ﹤0.01%
175
494
$29.7K ﹤0.01%
770
-5
495
$29.4K ﹤0.01%
1,299
496
$29.3K ﹤0.01%
1,048
497
$29.2K ﹤0.01%
385
498
$29.1K ﹤0.01%
2,500
499
$28.9K ﹤0.01%
2,050
500
$28.6K ﹤0.01%
1,130
18 19
20
21 22