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
426
$42K ﹤0.01%
419
-250
427
$41.9K ﹤0.01%
2,440
428
$41.9K ﹤0.01%
1,560
429
$41.1K ﹤0.01%
1,400
-50
430
$40.9K ﹤0.01%
1,500
431
$40.9K ﹤0.01%
2,715
+1,425
432
$40.7K ﹤0.01%
647
433
$40.7K ﹤0.01%
600
434
$40.6K ﹤0.01%
600
+100
435
$40.2K ﹤0.01%
450
436
$40.2K ﹤0.01%
1,152
437
$40.1K ﹤0.01%
1,800
438
$39.3K ﹤0.01%
373
-900
439
$38.9K ﹤0.01%
1,500
440
$38.3K ﹤0.01%
893
-685
441
$38.3K ﹤0.01%
3,600
442
$37.9K ﹤0.01%
500
443
$37.6K ﹤0.01%
201
-4
444
$37.3K ﹤0.01%
500
-250
445
$37.2K ﹤0.01%
+1,763
446
$36.7K ﹤0.01%
4,116
447
$36.3K ﹤0.01%
1,517
448
$36.3K ﹤0.01%
529
+3
449
$36.3K ﹤0.01%
102
450
$36.2K ﹤0.01%
530