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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1 +$38.7M
2 +$25.3M
3 +$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1 +$9.4M
2 +$5.67M
3 +$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$49.3K ﹤0.01%
456
-323
402
$49.2K ﹤0.01%
3,490
403
$48.8K ﹤0.01%
990
404
$48.7K ﹤0.01%
345
-30
405
$48.7K ﹤0.01%
371
406
$48.7K ﹤0.01%
627
+4
407
$48.4K ﹤0.01%
300
408
$48.2K ﹤0.01%
341
-2
409
$48.2K ﹤0.01%
2,629
410
$47.7K ﹤0.01%
826
-14
411
$47.4K ﹤0.01%
1,605
+20
412
$47K ﹤0.01%
1,270
-500
413
$46.9K ﹤0.01%
4,033
+850
414
$45.5K ﹤0.01%
500
415
$44.9K ﹤0.01%
2,800
416
$44.8K ﹤0.01%
1,016
417
$44.7K ﹤0.01%
1,343
-1,663
418
$44.7K ﹤0.01%
700
419
$44K ﹤0.01%
525
420
$43.6K ﹤0.01%
426
421
$43.5K ﹤0.01%
1,559
-28
422
$43.2K ﹤0.01%
461
423
$42.5K ﹤0.01%
390
424
$42.3K ﹤0.01%
215
+9
425
$42.1K ﹤0.01%
760