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
976
– –
-2,000
977
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-203
978
$0 ﹤0.01%
1
-11
979
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-1,026
980
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981
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-14
982
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-180
983
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984
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-289
985
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986
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-710
987
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-5,413
988
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-5,000
989
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-3,372
990
– –
-800
991
$0 ﹤0.01%
+30
992
– –
-51
993
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-11,348
994
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-4,523
995
– –
-450
996
$0 ﹤0.01%
3
-29
997
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-500
998
$0 ﹤0.01%
2
-11
999
– –
-26
1000
– –
-150
38 39
40
41 42