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
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%
+2,750
261
$168K 0.01%
+1,932
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
9 10
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