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
176
$640K 0.03%
7,912
-539
177
$631K 0.03%
3,653
-7
178
$609K 0.03%
9,376
-100
179
$588K 0.02%
2,816
+200
180
$581K 0.02%
11,079
-14,784
181
$575K 0.02%
3,378
+1,500
182
$559K 0.02%
19,860
-6,450
183
$531K 0.02%
7,305
-3,752
184
$499K 0.02%
3,962
-2,744
185
$480K 0.02%
2,951
-309
186
$442K 0.02%
2,601
-617
187
$440K 0.02%
12,422
+500
188
$432K 0.02%
7,015
-29,508
189
$431K 0.02%
14,000
190
$419K 0.02%
8,864
-7,088
191
$418K 0.02%
1,444
-13,163
192
$409K 0.02%
3,994
+834
193
$398K 0.02%
7,465
-1,803
194
$394K 0.02%
9,567
-8,006
195
$381K 0.02%
1,300
-360
196
$381K 0.02%
20,757
-41,233
197
$371K 0.02%
1,314
-163
198
$371K 0.02%
6,106
-20,675
199
$343K 0.01%
+6,070
200
$319K 0.01%
100
6 7
8
9 10