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
1001
– –
-467
1002
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-100
1003
– –
-1
1004
– –
-225
1005
– –
-1,260
1006
– –
-1,100
1007
– –
-4,334
1008
– –
-2,896
1009
– –
-196,476
1010
– –
-1,625
1011
– –
-50
1012
– –
-3,600
1013
– –
-3,500
1014
– –
-3,333
1015
– –
-50
1016
– –
-674
1017
– –
-330
1018
– –
-2,556
1019
– –
-79
1020
– –
-2,000
1021
– –
-500
1022
– –
-8,150
1023
– –
-3,000
1024
– –
-12,214
1025
– –
-593
39 40
41
42 43