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
276
$157K 0.01%
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-31
277
$157K 0.01%
6,400
278
$151K 0.01%
4,137
279
$151K 0.01%
729
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280
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281
$150K 0.01%
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282
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+1,794
283
$147K 0.01%
2,155
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284
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285
$147K 0.01%
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286
$146K 0.01%
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287
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288
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289
$141K 0.01%
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290
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291
$138K 0.01%
750
292
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293
$137K 0.01%
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294
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295
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296
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297
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600
298
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299
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3,845
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300
$130K 0.01%
545
+469