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
726
$4K ﹤0.01%
75
-75
727
$4K ﹤0.01%
133
-100
728
$4K ﹤0.01%
15
-6
729
$4K ﹤0.01%
+23
730
$4K ﹤0.01%
260
731
$4K ﹤0.01%
16
+3
732
$4K ﹤0.01%
118
733
$4K ﹤0.01%
127
-302
734
$4K ﹤0.01%
306
735
$4K ﹤0.01%
34
-15
736
$3K ﹤0.01%
+20
737
$3K ﹤0.01%
6
+1
738
$3K ﹤0.01%
25
+6
739
$3K ﹤0.01%
79
-43
740
$3K ﹤0.01%
40
+20
741
$3K ﹤0.01%
228
742
$3K ﹤0.01%
+30
743
$3K ﹤0.01%
400
-1,250
744
$3K ﹤0.01%
85
+4
745
$3K ﹤0.01%
3
746
$3K ﹤0.01%
24
+9
747
$3K ﹤0.01%
37
+3
748
$3K ﹤0.01%
50
749
$3K ﹤0.01%
156
750
$3K ﹤0.01%
325
28 29
30
31 32