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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.3M
3
+$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1
+$9.4M
2
+$5.67M
3
+$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$117K 0.01%
1,004
-5
302
$109K 0.01%
500
303
$105K ﹤0.01%
505
-100
304
$104K ﹤0.01%
3,735
+350
305
$102K ﹤0.01%
341
-2
306
$101K ﹤0.01%
2,233
-476
307
$99.3K ﹤0.01%
1,025
-25
308
$98.1K ﹤0.01%
1,200
309
$98K ﹤0.01%
534
-200
310
$97.5K ﹤0.01%
409
+1
311
$97.5K ﹤0.01%
1,132
+12
312
$96.9K ﹤0.01%
1,570
+1
313
$96.7K ﹤0.01%
583
314
$95.9K ﹤0.01%
3,093
315
$93.9K ﹤0.01%
405
-250
316
$93.5K ﹤0.01%
1,532
+740
317
$93.1K ﹤0.01%
955
318
$93K ﹤0.01%
1,232
319
$92.5K ﹤0.01%
2,000
320
$91.1K ﹤0.01%
3,300
-783
321
$91.1K ﹤0.01%
2,000
322
$90.7K ﹤0.01%
3,500
323
$90.6K ﹤0.01%
1,000
324
$89.9K ﹤0.01%
730
-98
325
$89.2K ﹤0.01%
1,012
-1
11 12
13
14 15