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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$210K 0.01%
6,400
302
$208K 0.01%
1,380
+90
303
$205K 0.01%
756
304
$203K 0.01%
15,500
305
$201K 0.01%
808
306
$199K 0.01%
8,800
307
$199K 0.01%
1,481
-41
308
$197K 0.01%
2,445
-12
309
$196K 0.01%
2,340
+100
310
$196K 0.01%
1,584
-35
311
$194K 0.01%
4,002
+628
312
$191K 0.01%
4,955
+150
313
$190K 0.01%
1,720
-118
314
$190K 0.01%
1,455
315
$187K 0.01%
828
+60
316
$187K 0.01%
1,175
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317
$186K 0.01%
8,505
318
$185K 0.01%
500
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319
$185K 0.01%
615
320
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2,160
321
$184K 0.01%
4,157
322
$184K 0.01%
3,753
323
$184K 0.01%
1,884
324
$182K 0.01%
1,000
-375
325
$180K 0.01%
8,705
11 12
13
14 15