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
326
$85K ﹤0.01%
+2,282
327
$85K ﹤0.01%
+1,800
328
$84K ﹤0.01%
+3,051
329
$82K ﹤0.01%
+5,045
330
$82K ﹤0.01%
+2,473
331
$81K ﹤0.01%
+2,094
332
$80K ﹤0.01%
+11,348
333
$79K ﹤0.01%
+2,268
334
$79K ﹤0.01%
+1,328
335
$78K ﹤0.01%
+2,640
336
$78K ﹤0.01%
+1,690
337
$76K ﹤0.01%
+491
338
$75K ﹤0.01%
+1,427
339
$74K ﹤0.01%
+3,093
340
$74K ﹤0.01%
+3,105
341
$72K ﹤0.01%
+1,429
342
$72K ﹤0.01%
+700
343
$72K ﹤0.01%
+1,200
344
$71K ﹤0.01%
+2,478
345
$71K ﹤0.01%
+372
346
$71K ﹤0.01%
+5,975
347
$70K ﹤0.01%
+956
348
$70K ﹤0.01%
+6,858
349
$68K ﹤0.01%
+3,000
350
$68K ﹤0.01%
+832
12 13
14
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