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
151
$1.16M 0.05%
21,200
-3,595
152
$1.08M 0.04%
31,667
-8,423
153
$1.07M 0.04%
7,708
+476
154
$1.04M 0.04%
29,555
+7,250
155
$1.03M 0.04%
18,913
-6,445
156
$1.01M 0.04%
8,022
+123
157
$984K 0.04%
20,612
+205
158
$975K 0.04%
15,410
159
$972K 0.04%
6,948
-260
160
$954K 0.04%
11,912
-8,159
161
$954K 0.04%
9,051
162
$951K 0.04%
3,109
-65
163
$919K 0.04%
5,516
+191
164
$902K 0.04%
5,901
-526
165
$833K 0.03%
13,523
-3,325
166
$820K 0.03%
4,349
-253
167
$790K 0.03%
7,693
+203
168
$771K 0.03%
19,362
-4,703
169
$768K 0.03%
12,000
-2,000
170
$767K 0.03%
7,902
+5
171
$750K 0.03%
2,730
-18,276
172
$732K 0.03%
8,419
+2,810
173
$696K 0.03%
5,870
-1,073
174
$689K 0.03%
30,180
-2,700
175
$664K 0.03%
9,173
-7,986
5 6
7
8 9