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
601
$14.9K ﹤0.01%
300
602
$14.6K ﹤0.01%
200
603
$14.4K ﹤0.01%
340
604
$14.3K ﹤0.01%
1,000
605
$14.3K ﹤0.01%
800
606
$14.2K ﹤0.01%
90
607
$14.2K ﹤0.01%
200
608
$14.1K ﹤0.01%
250
-962
609
$14.1K ﹤0.01%
290
610
$14.1K ﹤0.01%
765
-2,150
611
$13.8K ﹤0.01%
115
-1
612
$13.8K ﹤0.01%
107
-3
613
$13.4K ﹤0.01%
500
614
$13.2K ﹤0.01%
1,500
615
$13.1K ﹤0.01%
221
-9
616
$13K ﹤0.01%
390
-52
617
$13K ﹤0.01%
115
618
$13K ﹤0.01%
200
619
$12.9K ﹤0.01%
208
620
$12.6K ﹤0.01%
88
621
$12.4K ﹤0.01%
55
+6
622
$12.4K ﹤0.01%
+1,250
623
$12.3K ﹤0.01%
800
624
$12K ﹤0.01%
123
-305
625
$11.9K ﹤0.01%
1,200
23 24
25
26 27