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
376
$65.1K ﹤0.01%
2,000
377
$64.8K ﹤0.01%
418
-38
378
$64.8K ﹤0.01%
453
+8
379
$64.7K ﹤0.01%
780
+7
380
$63.7K ﹤0.01%
800
+200
381
$61.9K ﹤0.01%
1,040
+790
382
$61.5K ﹤0.01%
1,560
-1
383
$61.4K ﹤0.01%
584
384
$60.6K ﹤0.01%
2,787
+24
385
$59.9K ﹤0.01%
386
386
$59.6K ﹤0.01%
1,979
387
$59.5K ﹤0.01%
1,650
-756
388
$58.7K ﹤0.01%
1,100
389
$58.4K ﹤0.01%
800
390
$58.2K ﹤0.01%
704
+6
391
$58.2K ﹤0.01%
6,050
-49
392
$57.9K ﹤0.01%
187
393
$57.7K ﹤0.01%
2,915
394
$57.4K ﹤0.01%
1,199
395
$57.1K ﹤0.01%
1,122
396
$57.1K ﹤0.01%
293
397
$56.7K ﹤0.01%
1,232
+817
398
$56.6K ﹤0.01%
1,000
399
$55.9K ﹤0.01%
510
+137
400
$55.5K ﹤0.01%
3,105
14 15
16
17 18