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
776
$2.23K ﹤0.01%
103
-23
777
$2.21K ﹤0.01%
125
778
$2.15K ﹤0.01%
260
779
$2.12K ﹤0.01%
51
780
$2.11K ﹤0.01%
108
781
$2.11K ﹤0.01%
29
-2
782
$2.09K ﹤0.01%
6
-1
783
$2.08K ﹤0.01%
84
-19
784
$2.07K ﹤0.01%
66
+1
785
$2.05K ﹤0.01%
15
786
$1.99K ﹤0.01%
35
787
$1.95K ﹤0.01%
19
788
$1.93K ﹤0.01%
33
789
$1.92K ﹤0.01%
51
790
$1.88K ﹤0.01%
100
791
$1.88K ﹤0.01%
197
792
$1.85K ﹤0.01%
10
793
$1.85K ﹤0.01%
184
794
$1.77K ﹤0.01%
39
+1
795
$1.77K ﹤0.01%
40
+4
796
$1.77K ﹤0.01%
35
+1
797
$1.76K ﹤0.01%
100
798
$1.76K ﹤0.01%
52
799
$1.74K ﹤0.01%
19
-2
800
$1.71K ﹤0.01%
5
-1
30 31
32
33 34