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
376
$56K ﹤0.01%
+1,666
377
$56K ﹤0.01%
+393
378
$56K ﹤0.01%
+500
379
$55K ﹤0.01%
+3,467
380
$53K ﹤0.01%
+2,499
381
$53K ﹤0.01%
+1,107
382
$51K ﹤0.01%
+375
383
$51K ﹤0.01%
+5,120
384
$50K ﹤0.01%
+1,000
385
$50K ﹤0.01%
+4,000
386
$50K ﹤0.01%
+2,720
387
$50K ﹤0.01%
+1,450
388
$50K ﹤0.01%
+3,000
389
$49K ﹤0.01%
+1,050
390
$49K ﹤0.01%
+273
391
$49K ﹤0.01%
+1,268
392
$48K ﹤0.01%
+2,800
393
$48K ﹤0.01%
+593
394
$48K ﹤0.01%
+315
395
$48K ﹤0.01%
+1,395
396
$47K ﹤0.01%
+632
397
$46K ﹤0.01%
+5,000
398
$46K ﹤0.01%
+429
399
$46K ﹤0.01%
+3,372
400
$46K ﹤0.01%
+3,679
14 15
16
17 18