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
76
$11M 0.46%
66,522
-260
77
$10.8M 0.46%
48,824
+240
78
$10.5M 0.44%
113,451
+110,051
79
$10.1M 0.42%
631,791
+55,704
80
$9.78M 0.41%
262,958
+7,362
81
$9.69M 0.41%
178,140
+7,305
82
$9.62M 0.41%
55,488
+1,055
83
$8.77M 0.37%
98,228
+1,006
84
$8.69M 0.37%
98,676
+1,192
85
$8.27M 0.35%
114,094
+1,177
86
$8.2M 0.35%
50,471
-218
87
$7.93M 0.33%
794,715
+23,786
88
$7.73M 0.33%
220,690
+7,574
89
$7.21M 0.3%
32,713
+1,269
90
$6.5M 0.27%
125,489
+1,227
91
$5.8M 0.24%
53,874
-607
92
$5.5M 0.23%
105,250
+11,625
93
$5.19M 0.22%
79,573
-1,584
94
$5.11M 0.22%
93,457
+7,529
95
$5.04M 0.21%
192,434
-280
96
$4.98M 0.21%
14,599
-82
97
$4.17M 0.18%
30,921
-237
98
$4.1M 0.17%
35,554
-681
99
$3.94M 0.17%
13,189
-118
100
$3.86M 0.16%
36,016
-438
2 3
4
5 6