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
401
$55K ﹤0.01%
1,270
402
$54.3K ﹤0.01%
2,800
403
$54K ﹤0.01%
3,490
404
$53.7K ﹤0.01%
838
405
$53.4K ﹤0.01%
300
406
$52.5K ﹤0.01%
487
-1,758
407
$52K ﹤0.01%
770
408
$52K ﹤0.01%
+2,250
409
$51.1K ﹤0.01%
+250
410
$50.9K ﹤0.01%
360
411
$50.8K ﹤0.01%
4,033
412
$49.8K ﹤0.01%
390
413
$49.4K ﹤0.01%
344
+3
414
$49.3K ﹤0.01%
218
+3
415
$49K ﹤0.01%
990
416
$48.7K ﹤0.01%
225
-73
417
$48.6K ﹤0.01%
1,016
418
$48.4K ﹤0.01%
335
-10
419
$48K ﹤0.01%
500
420
$48K ﹤0.01%
428
+2
421
$47.9K ﹤0.01%
371
422
$47.6K ﹤0.01%
1,650
+45
423
$47.3K ﹤0.01%
1,000
424
$47.1K ﹤0.01%
1,195
+43
425
$47K ﹤0.01%
450
15 16
17
18 19