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
326
$89.1K ﹤0.01%
896
327
$88.1K ﹤0.01%
1,399
+440
328
$87.4K ﹤0.01%
+1,906
329
$86.7K ﹤0.01%
2,241
-57
330
$86.4K ﹤0.01%
312
331
$86.4K ﹤0.01%
364
-110
332
$85.5K ﹤0.01%
+1,500
333
$84.1K ﹤0.01%
683
334
$84K ﹤0.01%
1,943
335
$83.9K ﹤0.01%
1,160
-16
336
$83.8K ﹤0.01%
1,644
-162
337
$83.3K ﹤0.01%
2,406
+56
338
$82.3K ﹤0.01%
3,480
-292
339
$81.3K ﹤0.01%
1,286
-98
340
$81K ﹤0.01%
5,028
341
$80.8K ﹤0.01%
328
342
$77.9K ﹤0.01%
1,211
343
$76.9K ﹤0.01%
300
344
$76.8K ﹤0.01%
377
-500
345
$75.8K ﹤0.01%
1,027
+2
346
$75.3K ﹤0.01%
1,472
-790
347
$75.1K ﹤0.01%
+10,000
348
$74.3K ﹤0.01%
1,000
349
$73.9K ﹤0.01%
1,561
-6
350
$73.9K ﹤0.01%
1,167
12 13
14
15 16