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
401
$45K ﹤0.01%
+1,412
402
$45K ﹤0.01%
+1,655
403
$44K ﹤0.01%
+1,167
404
$44K ﹤0.01%
+2,000
405
$44K ﹤0.01%
+443
406
$44K ﹤0.01%
+600
407
$43K ﹤0.01%
+4,000
408
$43K ﹤0.01%
+283
409
$42K ﹤0.01%
+680
410
$42K ﹤0.01%
+6,278
411
$42K ﹤0.01%
+516
412
$42K ﹤0.01%
+2,500
413
$42K ﹤0.01%
+4,609
414
$42K ﹤0.01%
+855
415
$42K ﹤0.01%
+500
416
$41K ﹤0.01%
+800
417
$41K ﹤0.01%
+1,292
418
$40K ﹤0.01%
+1,262
419
$40K ﹤0.01%
+972
420
$40K ﹤0.01%
+231
421
$40K ﹤0.01%
+2,957
422
$40K ﹤0.01%
+2,885
423
$40K ﹤0.01%
+3,514
424
$40K ﹤0.01%
+3,975
425
$39K ﹤0.01%
+318
15 16
17
18 19