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
451
$39.5K ﹤0.01%
647
452
$39.2K ﹤0.01%
643
453
$39K ﹤0.01%
200
454
$38.7K ﹤0.01%
1,517
455
$38.6K ﹤0.01%
+170
456
$38.5K ﹤0.01%
661
457
$38.2K ﹤0.01%
150
458
$37.6K ﹤0.01%
3,000
459
$37.4K ﹤0.01%
+1,000
460
$37.1K ﹤0.01%
580
461
$36.4K ﹤0.01%
+1,130
462
$36.4K ﹤0.01%
1,547
-12
463
$36.3K ﹤0.01%
271
+5
464
$36K ﹤0.01%
948
-11
465
$35.6K ﹤0.01%
728
466
$35.3K ﹤0.01%
3,600
467
$35.2K ﹤0.01%
600
468
$35.1K ﹤0.01%
4,116
469
$35.1K ﹤0.01%
775
470
$34.8K ﹤0.01%
351
471
$34.7K ﹤0.01%
157
472
$34.5K ﹤0.01%
2,120
473
$34.5K ﹤0.01%
106
474
$34.2K ﹤0.01%
255
475
$34.1K ﹤0.01%
225
17 18
19
20 21