WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
901
$192 ﹤0.01%
3
902
$187 ﹤0.01%
20
903
$174 ﹤0.01%
40
904
$169 ﹤0.01%
10
905
$147 ﹤0.01%
2
906
$135 ﹤0.01%
2
907
$134 ﹤0.01%
2
908
$133 ﹤0.01%
2
909
$114 ﹤0.01%
15
910
0
911
$11 ﹤0.01%
1
912
-2,000
913
-98
914
-400
915
-13
916
-12
917
-30
918
-2,411
919
-12,741
920
-32
921
-96
922
-108
923
-117
924
-1,122
925
-117