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
$2.71B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$21.6M
3 +$9.7M
4
J icon
Jacobs Solutions
J
+$5.72M
5
BKNG icon
Booking.com
BKNG
+$3.12M

Top Sells

1 +$27.3M
2 +$9.91M
3 +$5.41M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
KSU
Kansas City Southern
KSU
+$2.88M

Sector Composition

1 Technology 18.87%
2 Financials 13.43%
3 Healthcare 12.42%
4 Consumer Discretionary 12.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$137K 0.01%
615
302
$137K 0.01%
3,800
+1,550
303
$136K 0.01%
5,037
+37
304
$136K 0.01%
+11,300
305
$135K 0.01%
2,240
+900
306
$133K ﹤0.01%
+3,529
307
$132K ﹤0.01%
1,834
+145
308
$132K ﹤0.01%
2,250
309
$131K ﹤0.01%
4,385
310
$131K ﹤0.01%
3,844
311
$130K ﹤0.01%
+15,150
312
$129K ﹤0.01%
+1,316
313
$126K ﹤0.01%
1,166
+816
314
$124K ﹤0.01%
+1,826
315
$124K ﹤0.01%
5,454
+1,326
316
$121K ﹤0.01%
+5,580
317
$120K ﹤0.01%
597
+281
318
$120K ﹤0.01%
2,026
+1,726
319
$120K ﹤0.01%
2,934
+805
320
$118K ﹤0.01%
3,664
-2
321
$117K ﹤0.01%
1,462
-120
322
$117K ﹤0.01%
3,693
+600
323
$114K ﹤0.01%
8,800
-640
324
$114K ﹤0.01%
1,370
+213
325
$114K ﹤0.01%
798
+378