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
151
$1.38M 0.05%
+27,674
152
$1.34M 0.05%
25,340
+4,815
153
$1.32M 0.05%
34,953
+2,188
154
$1.31M 0.05%
20,151
+280
155
$1.31M 0.05%
10,508
+5,937
156
$1.25M 0.05%
+19,204
157
$1.23M 0.05%
22,517
+2,067
158
$1.18M 0.05%
17,174
+800
159
$1.14M 0.04%
25,572
+962
160
$963K 0.04%
10,653
+1,900
161
$961K 0.04%
11,233
+3,233
162
$955K 0.04%
17,757
+2,119
163
$938K 0.04%
15,893
+6,016
164
$933K 0.04%
39,352
+5,000
165
$893K 0.04%
20,258
+3,752
166
$865K 0.03%
16,357
+5,700
167
$793K 0.03%
32,880
+3,450
168
$790K 0.03%
15,452
+1,000
169
$676K 0.03%
22,868
+5,350
170
$643K 0.03%
22,820
+5,536
171
$626K 0.02%
+19,087
172
$568K 0.02%
+14,000
173
$550K 0.02%
+13,840
174
$549K 0.02%
10,519
+250
175
$548K 0.02%
+16,336
5 6
7
8 9