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
651
$10K ﹤0.01%
268
652
$10K ﹤0.01%
2,000
653
$10K ﹤0.01%
200
654
$9K ﹤0.01%
163
-200
655
$9K ﹤0.01%
77
-24
656
$9K ﹤0.01%
181
-28
657
$9K ﹤0.01%
624
-380
658
$9K ﹤0.01%
58
-553
659
$9K ﹤0.01%
1,021
660
$9K ﹤0.01%
175
661
$9K ﹤0.01%
900
+500
662
$9K ﹤0.01%
72
663
$9K ﹤0.01%
350
664
$9K ﹤0.01%
180
-544
665
$9K ﹤0.01%
3,818
+1,756
666
$9K ﹤0.01%
250
667
$9K ﹤0.01%
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668
$9K ﹤0.01%
+80
669
$8K ﹤0.01%
+150
670
$8K ﹤0.01%
340
-60
671
$8K ﹤0.01%
200
672
$8K ﹤0.01%
50
673
$8K ﹤0.01%
+200
674
$8K ﹤0.01%
2,336
-74
675
$8K ﹤0.01%
594
25 26
27
28 29