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
876
$664 ﹤0.01%
6
877
$650 ﹤0.01%
10
878
$642 ﹤0.01%
15
879
$621 ﹤0.01%
38
880
$606 ﹤0.01%
8
-15
881
$606 ﹤0.01%
7
882
$603 ﹤0.01%
28
+1
883
$592 ﹤0.01%
7
-11
884
$510 ﹤0.01%
150
885
$496 ﹤0.01%
4
886
$476 ﹤0.01%
31
887
$474 ﹤0.01%
+9
888
$443 ﹤0.01%
50
889
$425 ﹤0.01%
17
890
$407 ﹤0.01%
105
891
$392 ﹤0.01%
7
892
$357 ﹤0.01%
58
-2
893
$339 ﹤0.01%
15
894
$308 ﹤0.01%
90
895
$281 ﹤0.01%
27
896
$277 ﹤0.01%
5
897
$265 ﹤0.01%
27
898
$222 ﹤0.01%
24
899
$222 ﹤0.01%
56
900
$203 ﹤0.01%
21