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
126
$2.93M 0.12%
15,450
+1,029
127
$2.82M 0.12%
15,277
-15,918
128
$2.57M 0.11%
19,715
-12,795
129
$2.52M 0.1%
32,487
-4,986
130
$2.26M 0.09%
38,657
-1,969
131
$2.25M 0.09%
38,576
+3,156
132
$2.17M 0.09%
12,239
+82
133
$2.13M 0.09%
24,124
-13,321
134
$1.9M 0.08%
50,444
-24,148
135
$1.86M 0.08%
27,587
+4,445
136
$1.85M 0.08%
13,743
-915
137
$1.76M 0.07%
200,000
-1,000
138
$1.72M 0.07%
24,516
+2,417
139
$1.62M 0.07%
79,012
-16
140
$1.61M 0.07%
+33,765
141
$1.61M 0.07%
21,798
-933
142
$1.59M 0.07%
6
+1
143
$1.44M 0.06%
55,923
-32,595
144
$1.42M 0.06%
14,962
-592
145
$1.41M 0.06%
27,452
-4,756
146
$1.39M 0.06%
8,978
-38
147
$1.29M 0.05%
20,939
-22,900
148
$1.21M 0.05%
30,729
-1,708
149
$1.2M 0.05%
20,303
-235
150
$1.19M 0.05%
7,087
-635
4 5
6
7 8