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
51
$16.8M 0.71%
226,339
+8,553
52
$16.7M 0.71%
48,910
+2,138
53
$16.7M 0.7%
318,399
-699
54
$16.5M 0.69%
246,837
+6,464
55
$16.3M 0.69%
166,663
-916
56
$14.7M 0.62%
354,727
-252
57
$14.6M 0.62%
31,714
+424
58
$14.1M 0.6%
66,935
+1,410
59
$14.1M 0.59%
142,959
+7,597
60
$14M 0.59%
19,345
+192
61
$14M 0.59%
128,025
+1,096
62
$13.8M 0.58%
133,887
-12,598
63
$13.5M 0.57%
113,131
+6,644
64
$13.4M 0.57%
134,829
+11,298
65
$13.4M 0.56%
309,817
+4,115
66
$13.1M 0.55%
67,467
+1,756
67
$13M 0.55%
61,635
+3,026
68
$12.9M 0.54%
84,993
-1,329
69
$12.9M 0.54%
249,106
-1,055
70
$12.8M 0.54%
4,724
+180
71
$12.7M 0.54%
347,335
+7,198
72
$11.9M 0.5%
132,892
+649
73
$11.9M 0.5%
415,677
-432,988
74
$11.2M 0.47%
58,363
+988
75
$11.1M 0.47%
121,536
+15,887
1 2
3
4 5