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
351
$73.5K ﹤0.01%
779
+250
352
$71.5K ﹤0.01%
1,090
353
$70.9K ﹤0.01%
1,000
354
$69.2K ﹤0.01%
3,878
355
$68.7K ﹤0.01%
1,222
356
$67.9K ﹤0.01%
6,099
-450
357
$67.8K ﹤0.01%
1,554
+291
358
$67.7K ﹤0.01%
1,450
359
$67.3K ﹤0.01%
+2,000
360
$66.4K ﹤0.01%
773
+23
361
$65.7K ﹤0.01%
2,000
362
$65.1K ﹤0.01%
755
363
$64.9K ﹤0.01%
2,200
+40
364
$64.6K ﹤0.01%
400
365
$64.1K ﹤0.01%
187
366
$63.8K ﹤0.01%
1,016
-202
367
$62.6K ﹤0.01%
243
-4
368
$62K ﹤0.01%
500
369
$61.3K ﹤0.01%
1,979
-620
370
$61K ﹤0.01%
2,200
371
$59.8K ﹤0.01%
298
+145
372
$59.4K ﹤0.01%
605
373
$59.2K ﹤0.01%
152
+30
374
$57.9K ﹤0.01%
2,763
-620
375
$57.9K ﹤0.01%
2,915
-900
13 14
15
16 17