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%
993
-31
277
$157K 0.01%
6,400
278
$151K 0.01%
4,137
279
$151K 0.01%
729
-1
280
$150K 0.01%
3,825
281
$150K 0.01%
6,146
282
$147K 0.01%
+1,794
283
$147K 0.01%
2,155
-10
284
$147K 0.01%
2,140
285
$147K 0.01%
5,700
286
$146K 0.01%
2,326
-111
287
$145K 0.01%
2,950
288
$141K 0.01%
1,032
289
$141K 0.01%
2,411
290
$139K 0.01%
1,660
291
$138K 0.01%
750
292
$137K 0.01%
1,429
293
$137K 0.01%
757
+30
294
$136K 0.01%
2,603
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295
$132K 0.01%
2,694
296
$132K 0.01%
10,599
297
$131K 0.01%
600
298
$131K 0.01%
583
299
$130K 0.01%
3,845
+9
300
$130K 0.01%
545
+469
10 11
12
13 14