WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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 +$23.8M
2 +$10.7M
3 +$9.92M
4
SPGI icon
S&P Global
SPGI
+$6.15M
5
ADBE icon
Adobe
ADBE
+$6.08M

Top Sells

1 +$25.2M
2 +$10.9M
3 +$10M
4
BKNG icon
Booking.com
BKNG
+$9.59M
5
AIG icon
American International
AIG
+$8.89M

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
251
$203K 0.01%
+6,389
252
$197K 0.01%
+1,108
253
$196K 0.01%
+4,350
254
$193K 0.01%
+6,019
255
$192K 0.01%
+2,080
256
$184K 0.01%
+1,184
257
$180K 0.01%
+2,976
258
$178K 0.01%
+3,300
259
$173K 0.01%
20,177
-6,725
260
$168K 0.01%
+1,932
261
$168K 0.01%
+2,750
262
$163K 0.01%
+7,932
263
$159K 0.01%
+8,470
264
$151K 0.01%
+5,685
265
$150K 0.01%
+1,105
266
$148K 0.01%
+4,200
267
$147K 0.01%
+1,750
268
$140K 0.01%
+4,000
269
$140K 0.01%
+3,844
270
$139K 0.01%
+2,160
271
$139K 0.01%
+1,250
272
$138K 0.01%
+7,400
273
$137K 0.01%
2,437
-16,767
274
$135K 0.01%
+1,657
275
$134K 0.01%
+6,775