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
401
$102K ﹤0.01%
945
402
$101K ﹤0.01%
3,000
403
$101K ﹤0.01%
1,011
404
$101K ﹤0.01%
2,000
405
$100K ﹤0.01%
2,700
-1,000
406
$100K ﹤0.01%
1,898
407
$100K ﹤0.01%
204
+19
408
$100K ﹤0.01%
1,232
409
$99K ﹤0.01%
340
-39
410
$98K ﹤0.01%
1,860
+350
411
$96K ﹤0.01%
50
412
$96K ﹤0.01%
2,000
413
$96K ﹤0.01%
1,076
414
$95K ﹤0.01%
1,575
+3
415
$95K ﹤0.01%
3,000
416
$95K ﹤0.01%
960
417
$93K ﹤0.01%
800
-25
418
$92K ﹤0.01%
2,541
+50
419
$92K ﹤0.01%
393
420
$91K ﹤0.01%
325
+10
421
$91K ﹤0.01%
950
422
$90K ﹤0.01%
470
423
$90K ﹤0.01%
2,544
424
$89K ﹤0.01%
951
425
$89K ﹤0.01%
2,050
15 16
17
18 19