WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$4.68M
2
+$3.52M
3
+$3.38M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.01M
5
UBER icon
Uber
UBER
+$2.01M

Top Sells

1
+$18.4M
2
+$12.8M
3
+$8.94M
4
TFC icon
Truist Financial
TFC
+$8.29M
5
JPM icon
JPMorgan Chase
JPM
+$6.46M

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
426
$46.2K ﹤0.01%
590
+65
427
$46.1K ﹤0.01%
3,000
428
$45.3K ﹤0.01%
2,440
429
$44.4K ﹤0.01%
680
430
$44.3K ﹤0.01%
760
431
$44.3K ﹤0.01%
92
432
$44.2K ﹤0.01%
700
433
$44K ﹤0.01%
390
434
$43.8K ﹤0.01%
2,715
435
$43.7K ﹤0.01%
461
436
$43.2K ﹤0.01%
550
-97
437
$43.1K ﹤0.01%
3,852
438
$43K ﹤0.01%
1,348
+5
439
$42.9K ﹤0.01%
1,460
-100
440
$42.3K ﹤0.01%
5,000
-5,000
441
$42K ﹤0.01%
202
+1
442
$42K ﹤0.01%
1,500
443
$42K ﹤0.01%
2,373
-256
444
$41.6K ﹤0.01%
600
445
$41.5K ﹤0.01%
1,400
446
$41.2K ﹤0.01%
419
447
$41.1K ﹤0.01%
1,800
448
$40.4K ﹤0.01%
102
449
$40.3K ﹤0.01%
1,500
450
$39.6K ﹤0.01%
500
16 17
18
19 20