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
626
$11.8K ﹤0.01%
75
627
$11.8K ﹤0.01%
256
628
$11.8K ﹤0.01%
200
629
$11.6K ﹤0.01%
508
630
$11.3K ﹤0.01%
5,000
631
$11.2K ﹤0.01%
+106
632
$11.1K ﹤0.01%
380
-3
633
$11K ﹤0.01%
340
634
$10.9K ﹤0.01%
350
635
$10.8K ﹤0.01%
200
636
$10.8K ﹤0.01%
2,100
637
$10.7K ﹤0.01%
350
638
$10.6K ﹤0.01%
200
639
$10.6K ﹤0.01%
1,500
640
$10.2K ﹤0.01%
257
-4
641
$10K ﹤0.01%
295
642
$9.98K ﹤0.01%
135
643
$9.98K ﹤0.01%
300
644
$9.94K ﹤0.01%
1,243
645
$9.87K ﹤0.01%
233
+6
646
$9.86K ﹤0.01%
20,000
647
$9.75K ﹤0.01%
134
648
$9.72K ﹤0.01%
564
649
$9.62K ﹤0.01%
175
650
$9.54K ﹤0.01%
500