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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.3M
3
+$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1
+$9.4M
2
+$5.67M
3
+$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$266K 0.01%
2,723
+602
227
$257K 0.01%
6,113
+1,743
228
$255K 0.01%
1,750
-500
229
$253K 0.01%
1,461
-155
230
$252K 0.01%
3,400
231
$250K 0.01%
6,350
-2,500
232
$247K 0.01%
1,818
+200
233
$243K 0.01%
337
-1
234
$242K 0.01%
4,435
235
$242K 0.01%
5,070
+2,140
236
$237K 0.01%
2,245
237
$233K 0.01%
1,724
-7
238
$232K 0.01%
5,943
239
$226K 0.01%
1,492
240
$226K 0.01%
2,949
241
$222K 0.01%
1,584
242
$222K 0.01%
8,053
+4
243
$219K 0.01%
+7,113
244
$219K 0.01%
2,640
245
$217K 0.01%
1,157
+47
246
$217K 0.01%
3,051
247
$212K 0.01%
414
-1
248
$209K 0.01%
1,669
249
$203K 0.01%
1,618
250
$200K 0.01%
3,974
+3,013
8 9
10
11 12