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
326
$180K 0.01%
1,580
-8
327
$177K 0.01%
3,121
-679
328
$176K 0.01%
572
-25
329
$173K ﹤0.01%
5,725
330
$172K ﹤0.01%
2,530
331
$171K ﹤0.01%
1,550
332
$169K ﹤0.01%
867
-125
333
$169K ﹤0.01%
1,020
-32
334
$169K ﹤0.01%
716
+339
335
$168K ﹤0.01%
1,780
336
$167K ﹤0.01%
683
337
$167K ﹤0.01%
6,882
338
$166K ﹤0.01%
4,446
-493
339
$164K ﹤0.01%
3,534
-15
340
$162K ﹤0.01%
2,778
341
$159K ﹤0.01%
4,385
342
$159K ﹤0.01%
3,242
343
$158K ﹤0.01%
981
344
$158K ﹤0.01%
1,467
-20
345
$156K ﹤0.01%
2,250
346
$155K ﹤0.01%
11,300
347
$154K ﹤0.01%
3,000
348
$153K ﹤0.01%
2,543
+106
349
$152K ﹤0.01%
+2,520
350
$152K ﹤0.01%
3,330
12 13
14
15 16