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
301
$106K 0.01%
+611
302
$105K 0.01%
+1,916
303
$103K ﹤0.01%
+1,328
304
$102K ﹤0.01%
+704
305
$102K ﹤0.01%
+2,730
306
$101K ﹤0.01%
+5,620
307
$101K ﹤0.01%
+442
308
$101K ﹤0.01%
+8,400
309
$101K ﹤0.01%
+4,523
310
$101K ﹤0.01%
+1,748
311
$100K ﹤0.01%
4,116
-207,206
312
$100K ﹤0.01%
2,787
-95,883
313
$100K ﹤0.01%
18,525
-150
314
$99K ﹤0.01%
+3,701
315
$98K ﹤0.01%
+1,100
316
$93K ﹤0.01%
+3,600
317
$93K ﹤0.01%
+2,000
318
$92K ﹤0.01%
+3,157
319
$92K ﹤0.01%
+3,695
320
$89K ﹤0.01%
+1,696
321
$88K ﹤0.01%
+4,000
322
$87K ﹤0.01%
+3,245
323
$87K ﹤0.01%
+6,650
324
$87K ﹤0.01%
+3,014
325
$85K ﹤0.01%
+2,250
11 12
13
14 15