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
626
$13K ﹤0.01%
400
627
$13K ﹤0.01%
28
+2
628
$13K ﹤0.01%
803
-801
629
$13K ﹤0.01%
+130
630
$12K ﹤0.01%
287
-100
631
$12K ﹤0.01%
100
632
$12K ﹤0.01%
500
633
$12K ﹤0.01%
39
-6
634
$12K ﹤0.01%
+215
635
$12K ﹤0.01%
209
636
$12K ﹤0.01%
230
637
$11K ﹤0.01%
393
+49
638
$11K ﹤0.01%
160
639
$11K ﹤0.01%
395
-37
640
$11K ﹤0.01%
1,160
-50
641
$11K ﹤0.01%
275
-79
642
$11K ﹤0.01%
400
-550
643
$11K ﹤0.01%
10
644
$11K ﹤0.01%
99
-15
645
$10K ﹤0.01%
72
-26
646
$10K ﹤0.01%
100
-182
647
$10K ﹤0.01%
155
648
$10K ﹤0.01%
1,050
649
$10K ﹤0.01%
156
650
$10K ﹤0.01%
415
-55
24 25
26
27 28