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
576
$17K ﹤0.01%
+197
577
$17K ﹤0.01%
500
578
$17K ﹤0.01%
1,000
579
$17K ﹤0.01%
1,850
580
$17K ﹤0.01%
550
-3,145
581
$17K ﹤0.01%
907
582
$17K ﹤0.01%
+600
583
$17K ﹤0.01%
200
584
$17K ﹤0.01%
400
-807
585
$17K ﹤0.01%
314
-151
586
$16K ﹤0.01%
1,111
587
$16K ﹤0.01%
105
+25
588
$16K ﹤0.01%
115
-105
589
$16K ﹤0.01%
300
590
$16K ﹤0.01%
57
-30,474
591
$15K ﹤0.01%
281
-357
592
$15K ﹤0.01%
111
+79
593
$15K ﹤0.01%
267
-317
594
$15K ﹤0.01%
220
595
$15K ﹤0.01%
95
596
$15K ﹤0.01%
150
-100
597
$15K ﹤0.01%
841
-2,673
598
$15K ﹤0.01%
900
599
$15K ﹤0.01%
+580
600
$15K ﹤0.01%
311
22 23
24
25 26