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
26
$23.1M 1.1%
1,085,847
-444
27
$22.9M 1.09%
125,085
+9,217
28
$22.6M 1.08%
388,200
+13,520
29
$21.8M 1.04%
331,008
+12,113
30
$21.6M 1.03%
359,336
-3,896
31
$19.2M 0.91%
72,956
+3,888
32
$18.9M 0.9%
693,462
+14,892
33
$18.3M 0.87%
340,189
+2,952
34
$17.6M 0.84%
278,775
-1,356
35
$16.5M 0.78%
100,767
-3,539
36
$15.4M 0.73%
698,741
+18,036
37
$15M 0.71%
30,702
+1,203
38
$15M 0.71%
23,938
+86
39
$14.4M 0.68%
130,502
+12,461
40
$14.3M 0.68%
104,514
-1,477
41
$13.9M 0.66%
368,091
+14,028
42
$13.9M 0.66%
281,922
+38,894
43
$13.3M 0.63%
561,590
+140
44
$13.3M 0.63%
30,135
-243
45
$13.2M 0.63%
94,821
-925
46
$13.1M 0.63%
185,657
-2,261
47
$13.1M 0.62%
412,057
+20,638
48
$13M 0.62%
139,214
+15,264
49
$12.9M 0.62%
319,757
-20,506
50
$12.9M 0.61%
196,138
+8,607
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