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
101
$6.95M 0.29%
55,269
-12,230
102
$6.57M 0.27%
18,247
+252
103
$6.34M 0.26%
34,801
+34,793
104
$6.14M 0.26%
405,128
-10,663
105
$5.77M 0.24%
32,512
+32,345
106
$5.43M 0.23%
24,943
-5,717
107
$5.42M 0.23%
55,916
-3,658
108
$5.17M 0.21%
44,700
-1,318
109
$5.15M 0.21%
87,143
-38,642
110
$4.9M 0.2%
109,984
-5,233
111
$4.66M 0.19%
34,639
-132
112
$4.57M 0.19%
66,178
+655
113
$4.54M 0.19%
455,783
+17,006
114
$3.98M 0.17%
280,447
+23,923
115
$3.82M 0.16%
157,273
-6,140
116
$3.79M 0.16%
32,953
-3,300
117
$3.77M 0.16%
36,381
+33,890
118
$3.7M 0.15%
22,226
-2,752
119
$3.63M 0.15%
29,661
-2,275
120
$3.57M 0.15%
19,479
+205
121
$3.53M 0.15%
48,412
-26,086
122
$3.38M 0.14%
17,042
+15,017
123
$3.37M 0.14%
13,366
-795
124
$3.3M 0.14%
50,636
+155
125
$3.13M 0.13%
8,113
-1,574
3 4
5
6 7