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
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$10.2M
3 +$1.57M
4
LYV icon
Live Nation Entertainment
LYV
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1 +$12.4M
2 +$11M
3 +$3.12M
4
PNC icon
PNC Financial Services
PNC
+$2.93M
5
MSFT icon
Microsoft
MSFT
+$2.66M

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
726
$4.15K ﹤0.01%
3
727
$4.08K ﹤0.01%
30
728
$4.06K ﹤0.01%
70
729
$4K ﹤0.01%
17
+3
730
$3.99K ﹤0.01%
289
+5
731
$3.97K ﹤0.01%
75
732
$3.94K ﹤0.01%
107
-3
733
$3.93K ﹤0.01%
7
+3
734
$3.74K ﹤0.01%
187
735
$3.64K ﹤0.01%
442
736
$3.6K ﹤0.01%
30
-30
737
$3.55K ﹤0.01%
200
738
$3.52K ﹤0.01%
100
739
$3.51K ﹤0.01%
162
740
$3.49K ﹤0.01%
75
741
$3.48K ﹤0.01%
122
-62
742
$3.47K ﹤0.01%
30
743
$3.45K ﹤0.01%
478
744
$3.42K ﹤0.01%
+29
745
$3.33K ﹤0.01%
8
746
$3.25K ﹤0.01%
10
747
$3.23K ﹤0.01%
50
748
$3.22K ﹤0.01%
479
749
$3.22K ﹤0.01%
70
750
$3.03K ﹤0.01%
100