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
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
-150
914
-98
915
-30
916
-42
917
-160
918
-400
919
-13
920
-12
921
-30
922
-2,411
923
-12,741
924
-32
925
-96