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
276
$243K 0.01%
1,027
-38
277
$242K 0.01%
3,825
-2,208
278
$241K 0.01%
14,047
-4,252
279
$240K 0.01%
+5,087
280
$238K 0.01%
2,700
281
$237K 0.01%
1,492
-262
282
$236K 0.01%
3,890
-74
283
$236K 0.01%
4,612
-286
284
$236K 0.01%
3,051
285
$235K 0.01%
616
-3
286
$234K 0.01%
5,000
287
$230K 0.01%
5,519
-17
288
$229K 0.01%
5,598
-1,459
289
$229K 0.01%
5,402
290
$229K 0.01%
5,040
291
$226K 0.01%
1,905
-350
292
$226K 0.01%
3,575
293
$225K 0.01%
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294
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3,409
295
$223K 0.01%
1,492
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296
$222K 0.01%
4,000
297
$216K 0.01%
1,573
298
$212K 0.01%
4,450
+875
299
$211K 0.01%
5,984
300
$211K 0.01%
3,558
-150
10 11
12
13 14