WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.46M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.08M
5
ADBE icon
Adobe
ADBE
+$2.03M

Top Sells

1
+$20M
2
+$13.2M
3
+$9.11M
4
TFC icon
Truist Financial
TFC
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 20.99%
2 Financials 11.36%
3 Healthcare 10.71%
4 Industrials 7.48%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$199K 0.01%
1,800
-18
252
$199K 0.01%
2,167
253
$196K 0.01%
622
254
$195K 0.01%
2,143
-1,235
255
$195K 0.01%
2,879
+761
256
$193K 0.01%
1,126
-31
257
$191K 0.01%
2,160
258
$190K 0.01%
414
259
$187K 0.01%
5,315
260
$186K 0.01%
615
261
$184K 0.01%
5,278
262
$184K 0.01%
5,045
-2,068
263
$180K 0.01%
5,750
-66
264
$179K 0.01%
1,467
265
$174K 0.01%
2,386
+17
266
$169K 0.01%
3,000
267
$168K 0.01%
2,781
+3
268
$167K 0.01%
1,004
-38
269
$163K 0.01%
3,536
-3
270
$163K 0.01%
+2,980
271
$162K 0.01%
5,350
-1,000
272
$162K 0.01%
495
-10
273
$161K 0.01%
2,388
274
$160K 0.01%
18,150
275
$158K 0.01%
1,700
+1,000
9 10
11
12 13