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
$2.54B
AUM Growth
+$670M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$28.6M
3
+$23.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.4M
5
AMZN icon
Amazon
AMZN
+$23.1M

Top Sells

1
+$11.1M
2
+$4.91M
3
+$1.74M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M

Sector Composition

1 Technology 16.39%
2 Financials 15.77%
3 Consumer Discretionary 11.65%
4 Healthcare 10.87%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.05M 0.28%
233,641
+633
102
$6.92M 0.27%
38,839
+441
103
$6.63M 0.26%
110,754
+34,306
104
$6.26M 0.25%
72,087
+6,595
105
$6.15M 0.24%
95,723
+3,080
106
$6.1M 0.24%
110,139
+72,838
107
$5.88M 0.23%
47,180
+2,065
108
$5.58M 0.22%
+33,156
109
$5.46M 0.22%
250,604
+6,043
110
$5.07M 0.2%
34,390
+7,631
111
$5.07M 0.2%
20,208
+328
112
$4.98M 0.2%
56,243
+16,156
113
$4.86M 0.19%
90,345
+3,698
114
$4.77M 0.19%
+33,913
115
$4.61M 0.18%
30,015
+463
116
$4.31M 0.17%
+30,366
117
$4.3M 0.17%
397,169
+16,061
118
$4.28M 0.17%
33,417
+16,910
119
$4.18M 0.16%
23,099
+2,902
120
$4.13M 0.16%
69,488
+2,956
121
$4.03M 0.16%
62,778
+51,604
122
$3.77M 0.15%
19,084
+5,003
123
$3.75M 0.15%
+48,246
124
$3.74M 0.15%
40,273
-1,201
125
$3.71M 0.15%
86,007
-7,237
3 4
5
6 7