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
$2.22B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.46M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.08M
5
ADBE icon
Adobe
ADBE
+$2.03M

Top Sells

1
+$20M
2
+$13.2M
3
+$9.11M
4
TFC icon
Truist Financial
TFC
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 20.99%
2 Financials 11.36%
3 Healthcare 10.71%
4 Industrials 7.48%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$281K 0.01%
4,435
227
$280K 0.01%
1,636
-169
228
$277K 0.01%
337
229
$268K 0.01%
17,758
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230
$263K 0.01%
5,812
-301
231
$261K 0.01%
3,750
232
$261K 0.01%
1,720
-4
233
$259K 0.01%
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234
$254K 0.01%
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235
$254K 0.01%
2,567
-156
236
$254K 0.01%
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237
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1,819
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238
$237K 0.01%
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+250
239
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2,624
240
$227K 0.01%
1,492
241
$227K 0.01%
5,943
242
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243
$221K 0.01%
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244
$220K 0.01%
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245
$216K 0.01%
1,618
246
$214K 0.01%
2,302
247
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1,550
248
$209K 0.01%
1,121
-7
249
$208K 0.01%
4,004
+30
250
$204K 0.01%
3,753
8 9
10
11 12