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
$2.71B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$21.6M
3 +$9.7M
4
J icon
Jacobs Solutions
J
+$5.72M
5
BKNG icon
Booking.com
BKNG
+$3.12M

Top Sells

1 +$27.3M
2 +$9.91M
3 +$5.41M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
KSU
Kansas City Southern
KSU
+$2.88M

Sector Composition

1 Technology 18.87%
2 Financials 13.43%
3 Healthcare 12.42%
4 Consumer Discretionary 12.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$229K 0.01%
6,322
-6,100
252
$222K 0.01%
6,153
-512
253
$221K 0.01%
5,135
+1,760
254
$219K 0.01%
2,340
+180
255
$219K 0.01%
7,885
256
$216K 0.01%
1,294
+590
257
$216K 0.01%
684
+4
258
$216K 0.01%
3,511
+1,825
259
$215K 0.01%
20,921
-1,000
260
$207K 0.01%
2,529
+196
261
$206K 0.01%
1,700
+790
262
$192K 0.01%
2,374
+12
263
$190K 0.01%
7,500
264
$190K 0.01%
3,051
265
$184K 0.01%
3,964
-36
266
$184K 0.01%
5,344
+3,548
267
$184K 0.01%
+5,040
268
$183K 0.01%
3,164
+2,192
269
$182K 0.01%
+8,505
270
$181K 0.01%
1,774
-752
271
$180K 0.01%
669
+251
272
$176K 0.01%
1,041
+113
273
$176K 0.01%
1,492
-3
274
$176K 0.01%
+15,500
275
$175K 0.01%
756
+441