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
76
$10.9M 0.45%
59,675
+2,102
77
$10.9M 0.45%
396,356
-1,172
78
$10.7M 0.44%
186,300
+10,308
79
$10.7M 0.44%
72,594
+267
80
$10.5M 0.43%
84,944
+1,613
81
$10.4M 0.43%
190,832
+24,620
82
$10.4M 0.43%
170,249
-22,139
83
$10M 0.42%
121,777
+65,377
84
$9.88M 0.41%
195,231
+18,989
85
$9.43M 0.39%
89,592
+15,152
86
$9.25M 0.38%
25,161
-9
87
$8.81M 0.37%
37,571
-2,694
88
$8.52M 0.35%
67,755
-1,478
89
$8.47M 0.35%
104,996
-1,094
90
$8.33M 0.35%
92,258
-14,824
91
$8.1M 0.34%
71,397
-54
92
$8.03M 0.33%
180,072
-38,833
93
$7.97M 0.33%
207,703
-8,974
94
$7.96M 0.33%
216,578
+6,735
95
$7.61M 0.32%
134,538
-20,233
96
$7.52M 0.31%
39,203
-173
97
$7.2M 0.3%
69,997
-1,142
98
$7.13M 0.3%
94,371
+18,766
99
$7.1M 0.29%
123,720
+123,524
100
$7.01M 0.29%
+195,346
2 3
4
5 6