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
$2.41B
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
1
$121M 5.02%
1,332,608
-219,124
2
$103M 4.26%
759,100
-60,740
3
$87.6M 3.64%
456,047
-21,362
4
$77.2M 3.2%
452,812
-53,955
5
$68.8M 2.86%
225,915
-12,935
6
$58.7M 2.44%
295,311
-8,106
7
$49.6M 2.06%
351,276
+152
8
$49.4M 2.05%
140,654
-12,161
9
$47.7M 1.98%
680,860
-16,260
10
$46.5M 1.93%
879,611
-28,347
11
$43.4M 1.8%
194,235
-2,185
12
$39.6M 1.64%
233,869
-3,324
13
$38.8M 1.61%
416,794
-18,626
14
$37.1M 1.54%
265,217
-456
15
$33.5M 1.39%
136,050
-4,361
16
$33.4M 1.39%
253,352
-7,921
17
$29.3M 1.22%
114,654
+278
18
$29.1M 1.21%
156,619
-6,674
19
$28.5M 1.18%
255,673
+804
20
$28.1M 1.17%
146,255
-11,289
21
$27.9M 1.16%
129,651
-5,082
22
$26.6M 1.1%
697,584
+4,122
23
$26.4M 1.1%
374,320
-13,880
24
$25.3M 1.05%
145,050
-4,964
25
$24.8M 1.03%
1,061,202
-24,645
1
2 3 4 5