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
$2.54B
AUM Growth
+$670M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$28.6M
3
+$23.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.4M
5
AMZN icon
Amazon
AMZN
+$23.1M

Top Sells

1
+$11.1M
2
+$4.91M
3
+$1.74M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M

Sector Composition

1 Technology 16.39%
2 Financials 15.77%
3 Consumer Discretionary 11.65%
4 Healthcare 10.87%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.1M 0.59%
+59,004
52
$14.9M 0.59%
72,508
-578
53
$14.9M 0.59%
86,027
+77,316
54
$14.8M 0.58%
242,997
+2,588
55
$14.7M 0.58%
118,041
+20,992
56
$14.5M 0.57%
123,950
+106,006
57
$14.3M 0.56%
95,746
-45
58
$14.1M 0.56%
+241,930
59
$14M 0.55%
354,063
+88,218
60
$14M 0.55%
200,994
+3,727
61
$13.9M 0.55%
+187,531
62
$13.9M 0.55%
23,852
+135
63
$13.9M 0.55%
309,187
+4,063
64
$13.7M 0.54%
134,976
+126,283
65
$13.6M 0.53%
61,721
+284
66
$13.6M 0.53%
364,792
+35,371
67
$13.5M 0.53%
114,010
+1,772
68
$13.3M 0.52%
152,799
+27,352
69
$12.6M 0.5%
53,779
+51,663
70
$12.1M 0.48%
106,409
+638
71
$12.1M 0.48%
184,834
+54,089
72
$12M 0.47%
106,364
-2,429
73
$11.9M 0.47%
85,451
+989
74
$11.8M 0.47%
+77,110
75
$11.5M 0.45%
47,860
+435
1 2
3
4 5