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
126
$1.33M 0.06%
2,985
127
$1.33M 0.06%
15,917
-1,590
128
$1.32M 0.06%
11,981
+32
129
$1.28M 0.05%
20,085
-15
130
$1.23M 0.05%
6,860
-23
131
$1.21M 0.05%
16,148
132
$1.18M 0.05%
12,413
-596
133
$1.15M 0.05%
4,163
134
$1.14M 0.05%
9,023
+1,070
135
$1.14M 0.05%
34,006
-1,168
136
$1.13M 0.05%
5,302
+108
137
$1.1M 0.05%
32,145
+2
138
$1.02M 0.04%
23,804
+58
139
$970K 0.04%
3,941
-70
140
$926K 0.04%
14,485
-222
141
$920K 0.04%
10,775
142
$919K 0.04%
7,561
143
$908K 0.04%
6,734
144
$894K 0.04%
10,603
-5,406
145
$866K 0.04%
4,858
146
$858K 0.04%
15,410
147
$841K 0.04%
4,830
-142
148
$809K 0.03%
2,456
-92
149
$798K 0.03%
12,175
150
$771K 0.03%
10,534
-1,045
4 5
6
7 8