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
351
$151K ﹤0.01%
425
-55
352
$148K ﹤0.01%
427
+297
353
$147K ﹤0.01%
2,435
-4
354
$145K ﹤0.01%
1,316
355
$144K ﹤0.01%
2,702
+800
356
$143K ﹤0.01%
1,735
357
$142K ﹤0.01%
1,050
358
$141K ﹤0.01%
735
+1
359
$138K ﹤0.01%
1,826
360
$136K ﹤0.01%
1,500
-381
361
$135K ﹤0.01%
894
-250
362
$134K ﹤0.01%
12,599
363
$134K ﹤0.01%
928
+4
364
$133K ﹤0.01%
1,590
-134
365
$132K ﹤0.01%
5,676
366
$131K ﹤0.01%
605
367
$130K ﹤0.01%
9,039
+1,521
368
$128K ﹤0.01%
2,380
-200
369
$127K ﹤0.01%
1,017
-3
370
$125K ﹤0.01%
4,780
-68
371
$125K ﹤0.01%
+5,315
372
$125K ﹤0.01%
2,408
373
$124K ﹤0.01%
1,549
374
$124K ﹤0.01%
1,582
+2
375
$123K ﹤0.01%
3,450
13 14
15
16 17