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
51
$14.5M 0.6%
312,800
-10,517
52
$14.5M 0.6%
9,085
-16
53
$14.4M 0.6%
1,560,200
-10,880
54
$14.2M 0.59%
182,431
-3,226
55
$14.2M 0.59%
135,126
+19,747
56
$14.1M 0.58%
126,706
-12,508
57
$14M 0.58%
118,571
-11,931
58
$13.9M 0.58%
142,073
-87
59
$13.8M 0.57%
455,602
+219,962
60
$13.8M 0.57%
57,224
-15
61
$13.4M 0.56%
208,562
-1,389
62
$13.4M 0.56%
344,235
+28,764
63
$13.2M 0.55%
111,015
-1,774
64
$13.1M 0.54%
111,268
+4,657
65
$13M 0.54%
145,760
-12,624
66
$12.7M 0.53%
64,166
+7,925
67
$12.7M 0.53%
29,920
+12,145
68
$12.3M 0.51%
86,050
-2,273
69
$12.3M 0.51%
241,959
-6,839
70
$11.4M 0.48%
37,944
-676
71
$11.2M 0.47%
75,236
-1,923
72
$11.2M 0.47%
48,363
+1,358
73
$11.2M 0.46%
85,234
+249
74
$11.1M 0.46%
357,782
-26,279
75
$11M 0.46%
34,147
+11,729
1 2
3
4 5