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
426
$39K ﹤0.01%
+800
427
$39K ﹤0.01%
+363
428
$39K ﹤0.01%
+175
429
$39K ﹤0.01%
+1,190
430
$38K ﹤0.01%
+1,000
431
$38K ﹤0.01%
+1,207
432
$38K ﹤0.01%
+1,000
433
$37K ﹤0.01%
+700
434
$37K ﹤0.01%
+650
435
$37K ﹤0.01%
+657
436
$37K ﹤0.01%
+478
437
$36K ﹤0.01%
+7,675
438
$36K ﹤0.01%
+3,400
439
$36K ﹤0.01%
+475
440
$36K ﹤0.01%
+7,246
441
$36K ﹤0.01%
+900
442
$35K ﹤0.01%
+785
443
$35K ﹤0.01%
+532
444
$35K ﹤0.01%
+2,351
445
$35K ﹤0.01%
+1,100
446
$35K ﹤0.01%
+552
447
$34K ﹤0.01%
+624
448
$34K ﹤0.01%
+855
449
$34K ﹤0.01%
+406
450
$34K ﹤0.01%
+1,200
16 17
18
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