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
751
$3K ﹤0.01%
27
752
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14
-2
753
$3K ﹤0.01%
60
+7
754
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83
+8
755
$3K ﹤0.01%
50
756
$2K ﹤0.01%
67
+9
757
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113
-13
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62
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$2K ﹤0.01%
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69
+37
763
$2K ﹤0.01%
19
-4
764
$2K ﹤0.01%
129
+5
765
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+48
766
$2K ﹤0.01%
60
+35
767
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5
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768
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+20
769
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60
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770
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100
-150
771
$2K ﹤0.01%
5
772
$2K ﹤0.01%
197
773
$2K ﹤0.01%
58
-13
774
$2K ﹤0.01%
39
-5
775
$2K ﹤0.01%
15