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
301
$127K 0.01%
2,000
302
$126K 0.01%
1,000
303
$124K 0.01%
856
304
$124K 0.01%
1,025
305
$124K 0.01%
322
+250
306
$122K 0.01%
7,028
+2,000
307
$119K 0.01%
1,287
-283
308
$119K 0.01%
+2,109
309
$119K 0.01%
4,000
310
$111K 0.01%
2,358
+125
311
$108K ﹤0.01%
1,127
-5
312
$107K ﹤0.01%
340
-1
313
$107K ﹤0.01%
1,004
314
$104K ﹤0.01%
3,093
315
$103K ﹤0.01%
3,500
316
$102K ﹤0.01%
3,735
317
$102K ﹤0.01%
1,200
318
$101K ﹤0.01%
534
319
$101K ﹤0.01%
683
320
$101K ﹤0.01%
500
321
$100K ﹤0.01%
2,000
322
$98.7K ﹤0.01%
503
-2
323
$96.2K ﹤0.01%
1,045
+290
324
$95.6K ﹤0.01%
409
325
$95.4K ﹤0.01%
1,966
+60
11 12
13
14 15