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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$308K 0.01%
7,640
-266
252
$307K 0.01%
2,045
-2
253
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5,693
-172
254
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7,885
255
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256
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2,543
-106
257
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1,920
258
$292K 0.01%
2,190
+2,000
259
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260
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261
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1,550
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262
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263
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264
$273K 0.01%
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265
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4,525
-2,700
266
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267
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268
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269
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10,661
-200
270
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271
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18,100
+3,200
272
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1,689
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273
$249K 0.01%
684
274
$249K 0.01%
1,021
275
$245K 0.01%
5,267
+200
9 10
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