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
$2.1B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$7.07M
3
+$6.47M
4
ADBE icon
Adobe
ADBE
+$5.66M
5
SPGI icon
S&P Global
SPGI
+$5.49M

Top Sells

1
+$13.7M
2
+$7.52M
3
+$7.35M
4
CVX icon
Chevron
CVX
+$7.34M
5
AIG icon
American International
AIG
+$5.03M

Sector Composition

1 Technology 17.2%
2 Financials 14.48%
3 Healthcare 13.18%
4 Consumer Discretionary 10.99%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$262K 0.01%
+5,413
227
$261K 0.01%
+3,690
228
$259K 0.01%
+6,683
229
$258K 0.01%
+4,026
230
$257K 0.01%
+100
231
$254K 0.01%
8,704
-5,136
232
$252K 0.01%
+2,227
233
$249K 0.01%
+2,113
234
$242K 0.01%
+21,921
235
$236K 0.01%
+6,774
236
$233K 0.01%
7,733
-3,466
237
$231K 0.01%
+2,491
238
$228K 0.01%
+6,600
239
$226K 0.01%
+7,000
240
$224K 0.01%
+5,309
241
$224K 0.01%
+1,878
242
$221K 0.01%
+8,274
243
$218K 0.01%
+5,105
244
$217K 0.01%
+82,432
245
$216K 0.01%
+4,744
246
$213K 0.01%
+2,225
247
$212K 0.01%
8,919
-1,742
248
$207K 0.01%
+1,322
249
$205K 0.01%
+2,067
250
$205K 0.01%
+675
8 9
10
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