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
601
$15K ﹤0.01%
209
-35
602
$15K ﹤0.01%
72
-126
603
$14K ﹤0.01%
758
604
$14K ﹤0.01%
270
605
$14K ﹤0.01%
45
-1
606
$14K ﹤0.01%
+72
607
$14K ﹤0.01%
100
608
$14K ﹤0.01%
406
609
$14K ﹤0.01%
385
610
$14K ﹤0.01%
76
-11
611
$14K ﹤0.01%
125
612
$14K ﹤0.01%
94
-17
613
$14K ﹤0.01%
+430
614
$13K ﹤0.01%
1,000
615
$13K ﹤0.01%
36
616
$13K ﹤0.01%
200
-228
617
$13K ﹤0.01%
442
618
$13K ﹤0.01%
175
619
$13K ﹤0.01%
173
-300
620
$13K ﹤0.01%
45
621
$13K ﹤0.01%
1,596
622
$13K ﹤0.01%
1,000
623
$13K ﹤0.01%
900
-158
624
$13K ﹤0.01%
1,250
625
$13K ﹤0.01%
450
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