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
351
$78.1K ﹤0.01%
1,090
352
$77.2K ﹤0.01%
1,080
+550
353
$76.6K ﹤0.01%
782
354
$75.7K ﹤0.01%
2,190
-10
355
$75.6K ﹤0.01%
757
-22
356
$75.2K ﹤0.01%
2,200
357
$75K ﹤0.01%
4,083
+205
358
$73.5K ﹤0.01%
400
359
$72.1K ﹤0.01%
1,450
360
$71.8K ﹤0.01%
341
+13
361
$70.5K ﹤0.01%
1,738
+94
362
$70.2K ﹤0.01%
1,212
+52
363
$69.7K ﹤0.01%
1,016
364
$69.7K ﹤0.01%
500
365
$69.1K ﹤0.01%
1,650
-293
366
$69K ﹤0.01%
241
-2
367
$68.8K ﹤0.01%
1,366
+80
368
$68.6K ﹤0.01%
1,000
369
$67.8K ﹤0.01%
152
370
$67.4K ﹤0.01%
1,167
371
$66.8K ﹤0.01%
570
+384
372
$66.7K ﹤0.01%
+350
373
$65.7K ﹤0.01%
425
374
$65.5K ﹤0.01%
1,299
375
$65.5K ﹤0.01%
1,222
13 14
15
16 17