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
551
$21K ﹤0.01%
175
552
$21K ﹤0.01%
165
553
$21K ﹤0.01%
700
554
$20K ﹤0.01%
83
-67
555
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118
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556
$20K ﹤0.01%
500
557
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650
558
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249
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559
$20K ﹤0.01%
209
560
$20K ﹤0.01%
667
561
$20K ﹤0.01%
495
562
$20K ﹤0.01%
150
563
$19K ﹤0.01%
70
-43
564
$19K ﹤0.01%
482
565
$19K ﹤0.01%
116
-14
566
$19K ﹤0.01%
241
-39
567
$19K ﹤0.01%
269
568
$19K ﹤0.01%
76
569
$18K ﹤0.01%
298
570
$18K ﹤0.01%
232
571
$18K ﹤0.01%
524
572
$18K ﹤0.01%
500
+210
573
$18K ﹤0.01%
546
-330
574
$18K ﹤0.01%
300
+220
575
$17K ﹤0.01%
190
-235
21 22
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24 25