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
451
$36.2K ﹤0.01%
594
-377
452
$36.1K ﹤0.01%
266
-3
453
$35.6K ﹤0.01%
643
454
$35.6K ﹤0.01%
106
455
$35.3K ﹤0.01%
207
456
$34.9K ﹤0.01%
772
457
$34.8K ﹤0.01%
92
458
$34.7K ﹤0.01%
150
459
$34.5K ﹤0.01%
661
460
$34.5K ﹤0.01%
728
461
$34.5K ﹤0.01%
255
462
$34.4K ﹤0.01%
1,666
463
$34.3K ﹤0.01%
600
-102
464
$34K ﹤0.01%
157
465
$34K ﹤0.01%
400
466
$33.9K ﹤0.01%
580
-20
467
$33.6K ﹤0.01%
680
468
$33.5K ﹤0.01%
524
469
$33.5K ﹤0.01%
249
470
$33.5K ﹤0.01%
959
-31
471
$32.8K ﹤0.01%
78
+30
472
$32.8K ﹤0.01%
200
473
$32.6K ﹤0.01%
225
474
$32.5K ﹤0.01%
419
475
$32K ﹤0.01%
1,111
17 18
19
20 21