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
826
$1.43K ﹤0.01%
20
-750
827
$1.43K ﹤0.01%
+48
828
$1.43K ﹤0.01%
12
+3
829
$1.43K ﹤0.01%
38
+4
830
$1.41K ﹤0.01%
33
-6
831
$1.4K ﹤0.01%
665
832
$1.4K ﹤0.01%
31
+1
833
$1.39K ﹤0.01%
98
+13
834
$1.39K ﹤0.01%
10
835
$1.38K ﹤0.01%
66
836
$1.38K ﹤0.01%
113
-15
837
$1.36K ﹤0.01%
24
+5
838
$1.36K ﹤0.01%
+66
839
$1.33K ﹤0.01%
50
840
$1.33K ﹤0.01%
13
-3
841
$1.31K ﹤0.01%
94
-2
842
$1.28K ﹤0.01%
10
843
$1.28K ﹤0.01%
15
844
$1.27K ﹤0.01%
26
-10
845
$1.26K ﹤0.01%
83
-724
846
$1.26K ﹤0.01%
150
847
$1.25K ﹤0.01%
20
848
$1.25K ﹤0.01%
594
849
$1.24K ﹤0.01%
46
-11
850
$1.24K ﹤0.01%
11
32 33
34
35 36