WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$15.3M
2
+$9.51M
3
+$1.56M
4
AAPL icon
Apple
AAPL
+$1.26M
5
LYV icon
Live Nation Entertainment
LYV
+$1.24M

Top Sells

1
+$12.4M
2
+$10.4M
3
+$2.84M
4
WSO icon
Watsco Inc
WSO
+$2.78M
5
MSFT icon
Microsoft
MSFT
+$2.45M

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
851
$1.22K ﹤0.01%
27
852
$1.19K ﹤0.01%
23
-2
853
$1.16K ﹤0.01%
20
+2
854
$1.11K ﹤0.01%
81
-7
855
$1.09K ﹤0.01%
36
+2
856
$1.07K ﹤0.01%
24
-1
857
$1.05K ﹤0.01%
11
-2
858
$1.05K ﹤0.01%
85
859
$1.03K ﹤0.01%
14
-1
860
$1.03K ﹤0.01%
58
-4
861
$1.02K ﹤0.01%
38
+2
862
$1.02K ﹤0.01%
247
863
$1.01K ﹤0.01%
21
-4
864
$996 ﹤0.01%
43
-1
865
$988 ﹤0.01%
64
866
$986 ﹤0.01%
58
+2
867
$904 ﹤0.01%
400
868
$892 ﹤0.01%
18
869
$868 ﹤0.01%
28
870
$805 ﹤0.01%
23
871
$771 ﹤0.01%
8
-2
872
$770 ﹤0.01%
93
873
$734 ﹤0.01%
5
874
$704 ﹤0.01%
9
-3
875
$681 ﹤0.01%
18
-1
33 34
35
36 37