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
451
$76K ﹤0.01%
3,878
452
$76K ﹤0.01%
4,116
+3,961
453
$74K ﹤0.01%
1,557
-239
454
$74K ﹤0.01%
563
+83
455
$74K ﹤0.01%
1,234
-47
456
$74K ﹤0.01%
5,000
457
$74K ﹤0.01%
+4,900
458
$73K ﹤0.01%
632
459
$73K ﹤0.01%
694
460
$72K ﹤0.01%
2,170
461
$71K ﹤0.01%
110
462
$71K ﹤0.01%
3,105
463
$70K ﹤0.01%
1,000
464
$69K ﹤0.01%
293
465
$68K ﹤0.01%
2,200
466
$68K ﹤0.01%
1,412
+132
467
$67K ﹤0.01%
790
+117
468
$67K ﹤0.01%
1,100
469
$67K ﹤0.01%
646
-39
470
$67K ﹤0.01%
780
471
$66K ﹤0.01%
1,922
472
$65K ﹤0.01%
765
473
$65K ﹤0.01%
1,011
474
$64K ﹤0.01%
309
+10
475
$64K ﹤0.01%
92
17 18
19
20 21