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
501
$28.4K ﹤0.01%
262
-1
502
$28.3K ﹤0.01%
300
503
$28.2K ﹤0.01%
175
-50
504
$28K ﹤0.01%
1,347
-200
505
$27.9K ﹤0.01%
500
506
$27.8K ﹤0.01%
772
507
$27.7K ﹤0.01%
3,000
508
$27.6K ﹤0.01%
4,116
509
$27.4K ﹤0.01%
1,198
-100
510
$27.4K ﹤0.01%
400
511
$27.3K ﹤0.01%
2,500
512
$27.2K ﹤0.01%
235
513
$27.1K ﹤0.01%
750
514
$27K ﹤0.01%
1,184
515
$26.8K ﹤0.01%
250
+50
516
$26.7K ﹤0.01%
377
-213
517
$26.7K ﹤0.01%
975
518
$26.7K ﹤0.01%
+480
519
$26.6K ﹤0.01%
453
-946
520
$26.6K ﹤0.01%
420
521
$26.6K ﹤0.01%
1,000
522
$26.5K ﹤0.01%
317
-5
523
$26.4K ﹤0.01%
340
524
$26.3K ﹤0.01%
589
525
$26.3K ﹤0.01%
230
+22
19 20
21
22 23