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
351
$67K ﹤0.01%
+2,050
352
$67K ﹤0.01%
+545
353
$66K ﹤0.01%
+722
354
$65K ﹤0.01%
+2,293
355
$65K ﹤0.01%
+515
356
$65K ﹤0.01%
+810
357
$65K ﹤0.01%
+2,748
358
$64K ﹤0.01%
+1,802
359
$64K ﹤0.01%
+1,000
360
$62K ﹤0.01%
+1,000
361
$62K ﹤0.01%
+710
362
$62K ﹤0.01%
+8,150
363
$61K ﹤0.01%
+4,565
364
$61K ﹤0.01%
+2,676
365
$61K ﹤0.01%
+1,340
366
$60K ﹤0.01%
+1,232
367
$60K ﹤0.01%
+727
368
$60K ﹤0.01%
+1,236
369
$60K ﹤0.01%
+300
370
$59K ﹤0.01%
+1,450
371
$59K ﹤0.01%
+1,220
372
$58K ﹤0.01%
+1,200
373
$58K ﹤0.01%
+457
374
$57K ﹤0.01%
+792
375
$57K ﹤0.01%
+3,334
13 14
15
16 17