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
501
$28K ﹤0.01%
300
502
$27K ﹤0.01%
20
503
$27K ﹤0.01%
1,000
504
$27K ﹤0.01%
+160
505
$27K ﹤0.01%
150
-25
506
$27K ﹤0.01%
500
-355
507
$26K ﹤0.01%
385
508
$26K ﹤0.01%
440
+400
509
$26K ﹤0.01%
480
510
$26K ﹤0.01%
1,000
511
$26K ﹤0.01%
1,600
-751
512
$26K ﹤0.01%
20
513
$25K ﹤0.01%
430
-250
514
$25K ﹤0.01%
+580
515
$25K ﹤0.01%
2,000
516
$25K ﹤0.01%
250
517
$25K ﹤0.01%
485
-11
518
$25K ﹤0.01%
300
519
$25K ﹤0.01%
90
520
$25K ﹤0.01%
2,833
521
$24K ﹤0.01%
380
522
$24K ﹤0.01%
+250
523
$24K ﹤0.01%
800
524
$24K ﹤0.01%
1,450
+1,100
525
$24K ﹤0.01%
1,152
19 20
21
22 23