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
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.2M
3
+$1.57M
4
LYV icon
Live Nation Entertainment
LYV
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$12.4M
2
+$11M
3
+$3.12M
4
PNC icon
PNC Financial Services
PNC
+$2.93M
5
MSFT icon
Microsoft
MSFT
+$2.66M

Sector Composition

1 Technology 22.83%
2 Financials 10.2%
3 Healthcare 10.15%
4 Industrials 7.39%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$128M 5.38%
658,106
+7,220
2
$101M 4.28%
228,958
-2,263
3
$75.6M 3.19%
222,119
-7,817
4
$75.3M 3.17%
1,030,707
+10,344
5
$66.8M 2.82%
356,926
+4,044
6
$60.7M 2.56%
255,741
-1,678
7
$60.3M 2.54%
462,664
+4,727
8
$60.1M 2.53%
147,549
-654
9
$55.9M 2.36%
107,229
-940
10
$55.9M 2.36%
466,997
-4,383
11
$52.5M 2.21%
215,262
-1,547
12
$50.7M 2.14%
105,949
+1,025
13
$44.9M 1.89%
517,520
-10,740
14
$37.9M 1.6%
122,037
-134
15
$35.6M 1.5%
841,970
-25,660
16
$34.3M 1.45%
236,148
-75,889
17
$30.7M 1.3%
240,440
-5,968
18
$26.9M 1.14%
87,294
+732
19
$26.6M 1.12%
92,603
-1,655
20
$26.3M 1.11%
247,800
-135
21
$25.4M 1.07%
129,480
+730
22
$24.8M 1.04%
333,899
+10,154
23
$24M 1.01%
106,637
+355
24
$22.1M 0.93%
133,570
-222
25
$21.5M 0.91%
116,242
-1,017
1
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