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
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.2M
3
+$1.57M
4
LYV icon
Live Nation Entertainment
LYV
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$12.4M
2
+$11M
3
+$3.12M
4
PNC icon
PNC Financial Services
PNC
+$2.93M
5
MSFT icon
Microsoft
MSFT
+$2.66M

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
576
$17.8K ﹤0.01%
700
577
$17.8K ﹤0.01%
400
-147
578
$17.8K ﹤0.01%
229
+31
579
$17.6K ﹤0.01%
3,597
580
$17.5K ﹤0.01%
900
581
$17.1K ﹤0.01%
150
582
$17K ﹤0.01%
45
583
$16.9K ﹤0.01%
81
584
$16.8K ﹤0.01%
400
585
$16.6K ﹤0.01%
288
586
$16.3K ﹤0.01%
350
587
$16.1K ﹤0.01%
400
588
$16K ﹤0.01%
375
589
$16K ﹤0.01%
230
+8
590
$15.8K ﹤0.01%
428
-14
591
$15.5K ﹤0.01%
+70
592
$15.4K ﹤0.01%
311
593
$15.3K ﹤0.01%
330
594
$15.2K ﹤0.01%
425
595
$15.2K ﹤0.01%
182
596
$15.2K ﹤0.01%
45
-1
597
$15.2K ﹤0.01%
817
+139
598
$15.1K ﹤0.01%
462
-2
599
$15.1K ﹤0.01%
242
600
$15K ﹤0.01%
150
22 23
24
25 26