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
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