WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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 +$31.4M
2 +$27.4M
3 +$22.6M
4
RMD icon
ResMed
RMD
+$22.2M
5
AMZN icon
Amazon
AMZN
+$22.1M

Top Sells

1 +$11.1M
2 +$4.7M
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
176
$454K 0.02%
+18,675
177
$399K 0.02%
26,902
178
$339K 0.01%
10,661
+3,566
179
$325K 0.01%
11,199
+2,100
180
$259K 0.01%
12,214
181
-1,853
182
-3,295
183
-1,755
184
-1,100
185
-6,500
186
-5,000
187
-4,434
188
-4,896
189
-100
190
-2,705
191
-12
192
-7,062
193
-5,707
194
-10,100
195
-4,898
196
-2,225
197
-3,750
198
-8,109
199
-3,200
200
-5