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
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
– –
-2,080
182
– –
-6,515
183
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-1,755
184
– –
-7,647
185
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-2,307
186
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-2,227
187
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-3,142
188
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-3,500
189
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-100
190
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-209,321
191
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-3,988
192
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-4,898
193
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-2,225
194
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-1,853
195
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-3,295
196
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-5
197
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-4,799
198
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-4,939
199
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-3,434
200
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-4,577
6 7
8
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