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
426
$89K ﹤0.01%
508
-1
427
$87K ﹤0.01%
520
428
$87K ﹤0.01%
1,647
-1,053
429
$86K ﹤0.01%
2,000
430
$86K ﹤0.01%
970
431
$85K ﹤0.01%
291
-24
432
$85K ﹤0.01%
1,450
-21
433
$84K ﹤0.01%
352
-1
434
$83K ﹤0.01%
4,565
435
$82K ﹤0.01%
1,417
436
$82K ﹤0.01%
726
437
$82K ﹤0.01%
1,000
438
$82K ﹤0.01%
565
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439
$80K ﹤0.01%
1,262
440
$80K ﹤0.01%
620
441
$79K ﹤0.01%
1,838
442
$79K ﹤0.01%
1,384
443
$79K ﹤0.01%
440
444
$78K ﹤0.01%
198
445
$78K ﹤0.01%
755
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446
$78K ﹤0.01%
338
447
$77K ﹤0.01%
2,444
-799
448
$77K ﹤0.01%
618
+34
449
$77K ﹤0.01%
300
450
$76K ﹤0.01%
352
+90