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
201
$319K 0.01%
4,645
-931
202
$317K 0.01%
7,746
-14,153
203
$310K 0.01%
2,077
-2,122
204
$307K 0.01%
2,448
+1,483
205
$293K 0.01%
3,522
-1,245
206
$287K 0.01%
5,098
-200
207
$285K 0.01%
3,776
-250
208
$278K 0.01%
1,605
+500
209
$272K 0.01%
6,389
210
$269K 0.01%
+12,147
211
$269K 0.01%
2,998
-692
212
$268K 0.01%
16,114
+7,023
213
$268K 0.01%
1,353
+31
214
$265K 0.01%
6,033
-650
215
$262K 0.01%
4,700
-44
216
$262K 0.01%
7,733
217
$258K 0.01%
82,432
218
$257K 0.01%
14,640
-7,790
219
$257K 0.01%
2,227
220
$254K 0.01%
2,293
+2,283
221
$253K 0.01%
+4,307
222
$253K 0.01%
21,921
223
$252K 0.01%
5,735
-833
224
$241K 0.01%
4,905
-200
225
$238K 0.01%
1,804
-309
7 8
9
10 11