WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$15.3M
2
+$9.51M
3
+$1.56M
4
AAPL icon
Apple
AAPL
+$1.26M
5
LYV icon
Live Nation Entertainment
LYV
+$1.24M

Top Sells

1
+$12.4M
2
+$10.4M
3
+$2.84M
4
WSO icon
Watsco Inc
WSO
+$2.78M
5
MSFT icon
Microsoft
MSFT
+$2.45M

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
526
$26.3K ﹤0.01%
407
527
$26.2K ﹤0.01%
507
528
$25.8K ﹤0.01%
500
529
$25.7K ﹤0.01%
100
530
$25.3K ﹤0.01%
1,000
531
$25.1K ﹤0.01%
360
532
$25K ﹤0.01%
400
533
$25K ﹤0.01%
172
-1
534
$25K ﹤0.01%
450
535
$24.9K ﹤0.01%
265
-1,022
536
$24.6K ﹤0.01%
1,000
537
$24.6K ﹤0.01%
165
538
$24.5K ﹤0.01%
1,175
539
$24.2K ﹤0.01%
191
-180
540
$24.2K ﹤0.01%
1,263
541
$24.2K ﹤0.01%
200
542
$24.2K ﹤0.01%
206
543
$23.6K ﹤0.01%
403
544
$23.6K ﹤0.01%
418
-777
545
$23.3K ﹤0.01%
125
546
$23.3K ﹤0.01%
200
547
$23.3K ﹤0.01%
188
548
$23.1K ﹤0.01%
350
-89
549
$23K ﹤0.01%
1,111
550
$22.9K ﹤0.01%
29
-1
20 21
22
23 24