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
1026
– –
-5,900
1027
– –
-5,045
1028
– –
-1,625
1029
– –
-2,556
1030
– –
-1,393
1031
– –
-635
1032
– –
-3,102
1033
– –
-78
1034
– –
-1,292
1035
– –
-6,858
1036
– –
-335
1037
$0 ﹤0.01%
18
1038
– –
-100
1039
– –
-300
1040
– –
-200
1041
– –
-98
1042
– –
-6,278
1043
– –
-500
1044
– –
-8,150
1045
– –
-3,000
1046
– –
-500
1047
– –
-1
1048
– –
-5,975
1049
– –
-900
1050
$0 ﹤0.01%
10
-96
39 40 41
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