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
$2.22B
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
326
$95.4K ﹤0.01%
300
327
$94.4K ﹤0.01%
3,502
+22
328
$94K ﹤0.01%
717
-370
329
$91.5K ﹤0.01%
405
330
$91.4K ﹤0.01%
+362
331
$90.4K ﹤0.01%
1,570
332
$89.1K ﹤0.01%
1,000
333
$87.3K ﹤0.01%
1,399
334
$87K ﹤0.01%
2,750
-400
335
$86.7K ﹤0.01%
312
336
$85.9K ﹤0.01%
257
337
$85.6K ﹤0.01%
1,500
338
$85.4K ﹤0.01%
2,274
+33
339
$84.2K ﹤0.01%
1,012
340
$83.4K ﹤0.01%
2,113
+1,524
341
$83.3K ﹤0.01%
955
342
$82.9K ﹤0.01%
369
+5
343
$82.8K ﹤0.01%
1,028
+1
344
$82.3K ﹤0.01%
1,532
345
$81.9K ﹤0.01%
2,273
+719
346
$81.2K ﹤0.01%
1,211
347
$81.1K ﹤0.01%
1,472
348
$80.3K ﹤0.01%
2,300
+300
349
$79.8K ﹤0.01%
2,000
350
$79.5K ﹤0.01%
377
12 13
14
15 16