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
376
$122K ﹤0.01%
2,342
+75
377
$122K ﹤0.01%
598
+1
378
$120K ﹤0.01%
1,745
-300
379
$120K ﹤0.01%
534
+8
380
$120K ﹤0.01%
8,936
381
$119K ﹤0.01%
1,283
382
$118K ﹤0.01%
6,726
383
$116K ﹤0.01%
1,575
-100
384
$114K ﹤0.01%
1,670
-330
385
$113K ﹤0.01%
+966
386
$112K ﹤0.01%
5,290
387
$111K ﹤0.01%
1,680
388
$111K ﹤0.01%
4,229
389
$110K ﹤0.01%
1,100
+300
390
$110K ﹤0.01%
2,794
+2,000
391
$109K ﹤0.01%
1,200
392
$108K ﹤0.01%
700
393
$108K ﹤0.01%
3,557
394
$107K ﹤0.01%
1,980
+200
395
$107K ﹤0.01%
3,300
396
$105K ﹤0.01%
1,211
+1,064
397
$104K ﹤0.01%
300
-110
398
$103K ﹤0.01%
1,000
399
$102K ﹤0.01%
1,254
+912
400
$102K ﹤0.01%
2,211
14 15
16
17 18