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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.3M
3
+$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1
+$9.4M
2
+$5.67M
3
+$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$200K 0.01%
1,550
252
$199K 0.01%
5,278
-211
253
$194K 0.01%
5,315
254
$188K 0.01%
3,753
255
$187K 0.01%
3,825
256
$187K 0.01%
18,150
257
$186K 0.01%
1,128
-1
258
$186K 0.01%
2,167
259
$183K 0.01%
1,467
-130
260
$180K 0.01%
622
261
$178K 0.01%
5,816
+5,000
262
$175K 0.01%
3,000
263
$174K 0.01%
2,160
264
$173K 0.01%
505
+23
265
$172K 0.01%
615
266
$171K 0.01%
2,302
-200
267
$171K 0.01%
2,369
268
$170K 0.01%
2,624
+166
269
$167K 0.01%
2,388
270
$163K 0.01%
2,778
+128
271
$163K 0.01%
2,437
272
$158K 0.01%
2,950
+300
273
$153K 0.01%
1,042
-984
274
$152K 0.01%
2,140
275
$151K 0.01%
6,400
9 10
11
12 13