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
151
$766K 0.03%
5,811
-141
152
$733K 0.03%
7,704
-1,100
153
$722K 0.03%
1,836
154
$721K 0.03%
9,608
+311
155
$702K 0.03%
5,067
156
$695K 0.03%
7,119
157
$693K 0.03%
6,691
+134
158
$673K 0.03%
2,246
-5
159
$671K 0.03%
13,050
160
$669K 0.03%
7,402
-10
161
$645K 0.03%
7,708
-272
162
$637K 0.03%
7,094
+404
163
$635K 0.03%
100
164
$634K 0.03%
12,173
165
$634K 0.03%
4,592
-52
166
$618K 0.03%
12,300
-25
167
$595K 0.03%
19,602
-27,347
168
$585K 0.02%
6,675
-97
169
$579K 0.02%
4,009
170
$575K 0.02%
1,196
-5
171
$574K 0.02%
2,532
-71
172
$551K 0.02%
2,559
-17
173
$548K 0.02%
7,382
-1,226
174
$538K 0.02%
6,988
175
$536K 0.02%
9,999
5 6
7
8 9