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
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.2M
3
+$1.57M
4
LYV icon
Live Nation Entertainment
LYV
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$12.4M
2
+$11M
3
+$3.12M
4
PNC icon
PNC Financial Services
PNC
+$2.93M
5
MSFT icon
Microsoft
MSFT
+$2.66M

Sector Composition

1 Technology 22.83%
2 Financials 10.2%
3 Healthcare 10.15%
4 Industrials 7.39%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.63M 0.15%
8,970
-12
102
$3.6M 0.15%
79,026
-22
103
$3.6M 0.15%
29,719
+4,102
104
$3.43M 0.14%
7,144
-1,698
105
$3.43M 0.14%
24,409
-3,607
106
$3.3M 0.14%
207,411
+18,208
107
$3.1M 0.13%
31,746
-5,443
108
$3.01M 0.13%
22,707
+11,863
109
$3M 0.13%
88,951
+5,630
110
$2.84M 0.12%
11,169
-73
111
$2.75M 0.12%
27,714
-4,019
112
$2.59M 0.11%
5
113
$2.52M 0.11%
12,297
-3,411
114
$2.09M 0.09%
17,537
+363
115
$2.08M 0.09%
13,210
-1,415
116
$1.88M 0.08%
54,542
117
$1.84M 0.08%
13,729
-12
118
$1.76M 0.07%
29,175
+39
119
$1.72M 0.07%
15,347
-701
120
$1.61M 0.07%
19,022
-917
121
$1.55M 0.07%
3,299
-65
122
$1.51M 0.06%
16,802
-151
123
$1.5M 0.06%
18,507
+1,000
124
$1.47M 0.06%
11,640
-23,236
125
$1.37M 0.06%
7,854
+130
3 4
5
6 7