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
551
$22.8K ﹤0.01%
2,738
552
$22.4K ﹤0.01%
412
553
$22.4K ﹤0.01%
180
554
$22K ﹤0.01%
767
555
$21.4K ﹤0.01%
885
556
$21.1K ﹤0.01%
300
-280
557
$21.1K ﹤0.01%
590
558
$20.7K ﹤0.01%
139
559
$20.7K ﹤0.01%
548
560
$20.5K ﹤0.01%
406
561
$20.2K ﹤0.01%
43
562
$20K ﹤0.01%
1,000
-763
563
$19.8K ﹤0.01%
490
564
$19.7K ﹤0.01%
175
565
$19.5K ﹤0.01%
1,160
566
$19.4K ﹤0.01%
996
567
$19.2K ﹤0.01%
813
568
$19.2K ﹤0.01%
100
569
$19.2K ﹤0.01%
175
570
$19K ﹤0.01%
1,000
571
$19K ﹤0.01%
318
572
$19K ﹤0.01%
380
573
$18.9K ﹤0.01%
650
574
$18.1K ﹤0.01%
1,010
-1
575
$17.9K ﹤0.01%
816
21 22
23
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