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
$2.54B
AUM Growth
+$670M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$28.6M
3
+$23.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.4M
5
AMZN icon
Amazon
AMZN
+$23.1M

Top Sells

1
+$11.1M
2
+$4.91M
3
+$1.74M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M

Sector Composition

1 Technology 16.39%
2 Financials 15.77%
3 Consumer Discretionary 11.65%
4 Healthcare 10.87%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.5M 0.45%
71,951
+1,204
77
$11.4M 0.45%
+380,590
78
$11.4M 0.45%
38,771
+1,797
79
$11.2M 0.44%
99,656
+2,806
80
$11.1M 0.44%
+29,499
81
$10.8M 0.43%
211,322
+893
82
$10.5M 0.41%
223,088
-914
83
$10.5M 0.41%
67,302
-9
84
$10.3M 0.41%
166,810
+23,036
85
$10.3M 0.41%
70,909
-331
86
$9.92M 0.39%
114,828
+2,720
87
$9.86M 0.39%
84,589
+1,451
88
$9.75M 0.38%
25,036
+184
89
$9.24M 0.36%
56,795
+1,670
90
$8.86M 0.35%
1,505,680
+55,120
91
$8.76M 0.35%
158,974
+7,972
92
$8.65M 0.34%
29,260
+2,583
93
$8.55M 0.34%
69,227
+754
94
$8.46M 0.33%
102,162
+2,754
95
$8.37M 0.33%
98,670
+1,646
96
$8.31M 0.33%
+392,684
97
$8.14M 0.32%
73,035
+1,340
98
$8.12M 0.32%
+54,223
99
$7.21M 0.28%
242,494
-11,283
100
$7.14M 0.28%
195,186
-2,719
2 3
4
5 6