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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$428K 0.01%
3,284
-168
227
$416K 0.01%
5,940
+305
228
$412K 0.01%
11,987
229
$412K 0.01%
2,208
+13
230
$409K 0.01%
7,941
+51
231
$408K 0.01%
6,114
-133
232
$399K 0.01%
4,645
233
$392K 0.01%
+14,546
234
$391K 0.01%
2,077
235
$390K 0.01%
8,500
+1,000
236
$377K 0.01%
6,187
-314
237
$370K 0.01%
6,774
238
$370K 0.01%
2,712
239
$364K 0.01%
2,225
240
$363K 0.01%
33,300
241
$362K 0.01%
2,540
+101
242
$358K 0.01%
5,054
+27
243
$357K 0.01%
4,210
-39
244
$348K 0.01%
1,554
245
$343K 0.01%
5,866
+200
246
$342K 0.01%
2,794
247
$335K 0.01%
4,083
248
$331K 0.01%
3,615
249
$312K 0.01%
1,800
250
$309K 0.01%
+1,750
8 9
10
11 12