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
526
$24K ﹤0.01%
1,900
-2,100
527
$24K ﹤0.01%
772
528
$24K ﹤0.01%
575
+119
529
$24K ﹤0.01%
245
530
$24K ﹤0.01%
445
-410
531
$24K ﹤0.01%
1,037
-15
532
$23K ﹤0.01%
284
533
$23K ﹤0.01%
169
534
$23K ﹤0.01%
1,500
-500
535
$23K ﹤0.01%
135
536
$22K ﹤0.01%
250
537
$22K ﹤0.01%
1,500
538
$22K ﹤0.01%
169
-363
539
$22K ﹤0.01%
400
540
$22K ﹤0.01%
252
-60
541
$22K ﹤0.01%
75
542
$22K ﹤0.01%
801
+161
543
$22K ﹤0.01%
632
+112
544
$22K ﹤0.01%
801
-19
545
$22K ﹤0.01%
1,000
546
$22K ﹤0.01%
175
547
$22K ﹤0.01%
158
548
$21K ﹤0.01%
808
+177
549
$21K ﹤0.01%
2,000
550
$21K ﹤0.01%
152
+2
20 21
22
23 24