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
801
$1.67K ﹤0.01%
270
802
$1.67K ﹤0.01%
100
803
$1.65K ﹤0.01%
49
-1
804
$1.64K ﹤0.01%
+35
805
$1.63K ﹤0.01%
21
-14
806
$1.6K ﹤0.01%
54
+5
807
$1.59K ﹤0.01%
20
+1
808
$1.59K ﹤0.01%
76
+8
809
$1.56K ﹤0.01%
23
810
$1.55K ﹤0.01%
26
+1
811
$1.55K ﹤0.01%
53
-57
812
$1.54K ﹤0.01%
45
+8
813
$1.54K ﹤0.01%
123
-5
814
$1.53K ﹤0.01%
16
+2
815
$1.52K ﹤0.01%
21
+2
816
$1.52K ﹤0.01%
87
-15
817
$1.52K ﹤0.01%
11
818
$1.51K ﹤0.01%
3
819
$1.49K ﹤0.01%
19
-1
820
$1.48K ﹤0.01%
12
-1
821
$1.47K ﹤0.01%
244
+74
822
$1.45K ﹤0.01%
20
+1
823
$1.44K ﹤0.01%
+40
824
$1.44K ﹤0.01%
80
+12
825
$1.44K ﹤0.01%
35
-1
31 32
33
34 35