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
676
$8K ﹤0.01%
500
677
$8K ﹤0.01%
225
678
$8K ﹤0.01%
361
-48
679
$7K ﹤0.01%
5,000
-108
680
$7K ﹤0.01%
80
681
$7K ﹤0.01%
414
682
$7K ﹤0.01%
+6
683
$7K ﹤0.01%
187
684
$7K ﹤0.01%
372
685
$7K ﹤0.01%
700
686
$6K ﹤0.01%
650
687
$6K ﹤0.01%
350
-50
688
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200
689
$6K ﹤0.01%
500
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690
$6K ﹤0.01%
100
691
$6K ﹤0.01%
100
-40,100
692
$6K ﹤0.01%
1,099
-140
693
$6K ﹤0.01%
320
694
$6K ﹤0.01%
50
695
$6K ﹤0.01%
40
+15
696
$6K ﹤0.01%
130
-770
697
$6K ﹤0.01%
500
698
$6K ﹤0.01%
95
699
$6K ﹤0.01%
98
700
$6K ﹤0.01%
600
26 27
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29 30