WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
+$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
1
$117M 4.62%
1,598,644
+488,164
2
$90.8M 3.58%
483,021
+152,233
3
$77.6M 3.06%
241,100
-15,269
4
$75.4M 2.97%
816,480
+250,180
5
$61.1M 2.41%
438,085
+32,740
6
$59.5M 2.35%
359,286
+12,136
7
$55.2M 2.17%
925,532
+555
8
$54.8M 2.16%
506,543
+176,023
9
$51M 2.01%
156,966
-1,481
10
$48M 1.89%
304,074
+12,454
11
$46.4M 1.83%
692,280
+143,900
12
$44M 1.73%
817,799
+5,690
13
$43.1M 1.7%
241,670
+583
14
$40.2M 1.58%
123,353
+19,019
15
$39.8M 1.57%
257,348
+145,971
16
$38.8M 1.53%
188,920
+82,799
17
$38.3M 1.51%
1,086,291
+13,098
18
$35.6M 1.4%
246,260
+135,636
19
$34.8M 1.37%
168,622
-2,028
20
$33.4M 1.31%
244,069
+120,833
21
$30.8M 1.21%
140,880
+3,733
22
$29.9M 1.18%
14,565
+8,692
23
$29.4M 1.16%
138,813
-736
24
$29.1M 1.15%
417,041
+70,516
25
$28M 1.1%
318,895
+201,162
1
2 3 4 5