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
676
$7.39K ﹤0.01%
87
+22
677
$7.26K ﹤0.01%
29
-1
678
$7.16K ﹤0.01%
35
+12
679
$7.1K ﹤0.01%
94
-1
680
$7.07K ﹤0.01%
250
681
$7.04K ﹤0.01%
40
682
$6.91K ﹤0.01%
119
+33
683
$6.76K ﹤0.01%
210
684
$6.76K ﹤0.01%
1,000
685
$6.59K ﹤0.01%
74
-5
686
$6.53K ﹤0.01%
200
687
$6.43K ﹤0.01%
100
688
$6.39K ﹤0.01%
46
+9
689
$6.29K ﹤0.01%
125
690
$6.24K ﹤0.01%
538
-1,298
691
$5.96K ﹤0.01%
85
692
$5.77K ﹤0.01%
200
693
$5.76K ﹤0.01%
47
+21
694
$5.75K ﹤0.01%
600
695
$5.72K ﹤0.01%
500
696
$5.63K ﹤0.01%
75
697
$5.51K ﹤0.01%
112
698
$5.42K ﹤0.01%
59
+14
699
$5.36K ﹤0.01%
250
700
$5.29K ﹤0.01%
116