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
$2.41B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1 +$7.08M
2 +$7.01M
3 +$6.67M
4
MTN icon
Vail Resorts
MTN
+$6.34M
5
SYK icon
Stryker
SYK
+$5.74M

Top Sells

1 +$22.5M
2 +$19.9M
3 +$9.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.55M
5
AMZN icon
Amazon
AMZN
+$8.22M

Sector Composition

1 Technology 19.04%
2 Financials 14.37%
3 Healthcare 12%
4 Consumer Discretionary 11.85%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-1,000
902
$0 ﹤0.01%
22
+5
903
-2
904
-118
905
-7,000
906
$0 ﹤0.01%
18
907
-30
908
-3,000
909
-1,000
910
$0 ﹤0.01%
56
911
$0 ﹤0.01%
634
912
-1
913
-25
914
-245
915
-138
916
-100
917
-62,496
918
-1,111
919
$0 ﹤0.01%
18
920
-62
921
-90
922
-16
923
$0 ﹤0.01%
266
-1
924
-80
925
-2,100