WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$15.3M
2
+$9.51M
3
+$1.56M
4
AAPL icon
Apple
AAPL
+$1.26M
5
LYV icon
Live Nation Entertainment
LYV
+$1.24M

Top Sells

1
+$12.4M
2
+$10.4M
3
+$2.84M
4
WSO icon
Watsco Inc
WSO
+$2.78M
5
MSFT icon
Microsoft
MSFT
+$2.45M

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
701
$5.16K ﹤0.01%
76
702
$5.16K ﹤0.01%
45
+12
703
$5.15K ﹤0.01%
167
704
$5.05K ﹤0.01%
288
+58
705
$4.99K ﹤0.01%
2
706
$4.96K ﹤0.01%
22
-2
707
$4.93K ﹤0.01%
50
708
$4.9K ﹤0.01%
76
-2
709
$4.88K ﹤0.01%
198
710
$4.83K ﹤0.01%
100
-300
711
$4.81K ﹤0.01%
107
712
$4.76K ﹤0.01%
421
713
$4.7K ﹤0.01%
547
-7
714
$4.7K ﹤0.01%
84
-15
715
$4.61K ﹤0.01%
80
716
$4.59K ﹤0.01%
25
+5
717
$4.54K ﹤0.01%
35
718
$4.52K ﹤0.01%
66
719
$4.45K ﹤0.01%
100
720
$4.42K ﹤0.01%
150
721
$4.41K ﹤0.01%
256
-900
722
$4.39K ﹤0.01%
170
723
$4.28K ﹤0.01%
120
724
$4.2K ﹤0.01%
61
-2
725
$4.16K ﹤0.01%
50
27 28
29
30 31