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
276
$149K 0.01%
2,118
-650
277
$148K 0.01%
+6,146
278
$146K 0.01%
1,000
279
$144K 0.01%
1,024
-45
280
$143K 0.01%
1,032
281
$143K 0.01%
1,570
282
$142K 0.01%
3,539
+2
283
$142K 0.01%
4,137
284
$139K 0.01%
2,873
+1,327
285
$137K 0.01%
5,700
286
$136K 0.01%
1,660
287
$134K 0.01%
2,411
288
$133K 0.01%
1,429
-300
289
$131K 0.01%
2,000
290
$130K 0.01%
727
-1
291
$129K 0.01%
2,694
292
$126K 0.01%
750
293
$126K 0.01%
10,599
294
$125K 0.01%
600
295
$125K 0.01%
1,087
-255
296
$124K 0.01%
3,150
+1,300
297
$124K 0.01%
3,836
-590
298
$122K 0.01%
3,825
299
$120K 0.01%
856
300
$119K 0.01%
4,000
10 11
12
13 14