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
651
$9.43K ﹤0.01%
161
652
$9.37K ﹤0.01%
302
+19
653
$9.33K ﹤0.01%
41
654
$9.13K ﹤0.01%
818
655
$9.08K ﹤0.01%
360
656
$9.04K ﹤0.01%
108
-75
657
$8.95K ﹤0.01%
86
-57
658
$8.85K ﹤0.01%
357
659
$8.62K ﹤0.01%
56
+22
660
$8.57K ﹤0.01%
212
661
$8.49K ﹤0.01%
295
662
$8.43K ﹤0.01%
245
663
$8.43K ﹤0.01%
151
664
$8.41K ﹤0.01%
190
+30
665
$8.33K ﹤0.01%
156
666
$8.13K ﹤0.01%
160
667
$8.03K ﹤0.01%
96
+57
668
$7.99K ﹤0.01%
521
669
$7.97K ﹤0.01%
+144
670
$7.89K ﹤0.01%
47
-16
671
$7.78K ﹤0.01%
200
672
$7.62K ﹤0.01%
815
673
$7.57K ﹤0.01%
250
674
$7.46K ﹤0.01%
190
-4
675
$7.42K ﹤0.01%
67