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
276
$134K 0.01%
+1,349
277
$133K 0.01%
+5,548
278
$131K 0.01%
+2,690
279
$131K 0.01%
+1,750
280
$129K 0.01%
+1,619
281
$128K 0.01%
+2,641
282
$127K 0.01%
+696
283
$124K 0.01%
+2,729
284
$123K 0.01%
+3,582
285
$123K 0.01%
+2,690
286
$122K 0.01%
+1,487
287
$122K 0.01%
+615
288
$121K 0.01%
+5,970
289
$119K 0.01%
+9,440
290
$119K 0.01%
+2,530
291
$119K 0.01%
+5,158
292
$119K 0.01%
+9,091
293
$115K 0.01%
+965
294
$114K 0.01%
12,214
295
$114K 0.01%
+1,459
296
$111K 0.01%
+1,529
297
$110K 0.01%
+2,302
298
$109K 0.01%
+2,008
299
$109K 0.01%
+1,455
300
$108K 0.01%
+4,784
10 11
12
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