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
451
$33K ﹤0.01%
+3,100
452
$33K ﹤0.01%
+1,191
453
$33K ﹤0.01%
+473
454
$33K ﹤0.01%
+4,334
455
$33K ﹤0.01%
+631
456
$33K ﹤0.01%
+1,292
457
$33K ﹤0.01%
+245
458
$32K ﹤0.01%
+800
459
$32K ﹤0.01%
+584
460
$32K ﹤0.01%
+333
461
$32K ﹤0.01%
+3,333
462
$31K ﹤0.01%
+3,000
463
$31K ﹤0.01%
+3,102
464
$31K ﹤0.01%
+4,000
465
$31K ﹤0.01%
+942
466
$30K ﹤0.01%
+425
467
$30K ﹤0.01%
+550
468
$30K ﹤0.01%
+1,625
469
$30K ﹤0.01%
+638
470
$30K ﹤0.01%
+1,100
471
$30K ﹤0.01%
+800
472
$30K ﹤0.01%
+1,100
473
$30K ﹤0.01%
+724
474
$30K ﹤0.01%
+2,123
475
$30K ﹤0.01%
+700
17 18
19
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