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
326
$113K ﹤0.01%
500
327
$113K ﹤0.01%
4,035
+330
328
$109K ﹤0.01%
2,268
329
$108K ﹤0.01%
13,625
-600
330
$107K ﹤0.01%
+1,675
331
$106K ﹤0.01%
+1,794
332
$106K ﹤0.01%
+3,242
333
$106K ﹤0.01%
1,756
+1,256
334
$104K ﹤0.01%
4,000
+2,000
335
$104K ﹤0.01%
1,605
336
$103K ﹤0.01%
2,580
+1,480
337
$102K ﹤0.01%
+945
338
$102K ﹤0.01%
1,840
+500
339
$101K ﹤0.01%
2,534
-787
340
$100K ﹤0.01%
3,397
+20
341
$99K ﹤0.01%
1,940
+704
342
$98K ﹤0.01%
2,000
343
$97K ﹤0.01%
+1,160
344
$97K ﹤0.01%
2,700
+600
345
$96K ﹤0.01%
+800
346
$95K ﹤0.01%
+456
347
$94K ﹤0.01%
+50
348
$93K ﹤0.01%
1,681
349
$93K ﹤0.01%
+2,211
350
$92K ﹤0.01%
3,900
+950