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
126
$3.63M 0.14%
10,241
+586
127
$3.59M 0.14%
+47,531
128
$3.38M 0.13%
+67,810
129
$3.33M 0.13%
35,308
+8,927
130
$3.01M 0.12%
+14,202
131
$2.85M 0.11%
37,378
+14,478
132
$2.23M 0.09%
35,477
+2,871
133
$2.21M 0.09%
27,241
+486
134
$2.17M 0.09%
43,115
+2,615
135
$2.09M 0.08%
11,095
+698
136
$2.05M 0.08%
24,123
+1,359
137
$2M 0.08%
35,883
+15,899
138
$1.9M 0.07%
36,222
+882
139
$1.89M 0.07%
22,469
+5,599
140
$1.8M 0.07%
78,976
141
$1.76M 0.07%
19,262
+6,158
142
$1.75M 0.07%
40,200
+100
143
$1.71M 0.07%
21,673
+945
144
$1.61M 0.06%
+13,420
145
$1.59M 0.06%
86,254
+6,254
146
$1.56M 0.06%
38,904
+10,501
147
$1.55M 0.06%
+18,239
148
$1.54M 0.06%
+20,638
149
$1.44M 0.06%
26,796
+1,000
150
$1.41M 0.06%
15,410
4 5
6
7 8