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
$2.71B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$21.6M
3
+$9.7M
4
J icon
Jacobs Solutions
J
+$5.72M
5
BKNG icon
Booking.com
BKNG
+$3.12M

Top Sells

1
+$27.3M
2
+$9.91M
3
+$5.41M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
KSU
Kansas City Southern
KSU
+$2.88M

Sector Composition

1 Technology 18.87%
2 Financials 13.43%
3 Healthcare 12.42%
4 Consumer Discretionary 12.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.3M 1.01%
371,120
-3,200
27
$25.6M 0.95%
120,447
-2,143
28
$25.5M 0.94%
171,579
+717
29
$25.1M 0.93%
274,193
-2,280
30
$25M 0.92%
1,036,624
-24,578
31
$24.4M 0.9%
71,988
-1,121
32
$23.6M 0.87%
137,600
-8,655
33
$22.6M 0.83%
325,636
-1,692
34
$22.2M 0.82%
288,892
+74,513
35
$22.1M 0.82%
97,750
-769
36
$21.6M 0.8%
704,664
-21,936
37
$21M 0.77%
1,549,480
-10,720
38
$20.9M 0.77%
395,221
-2,788
39
$20.8M 0.77%
124,541
-2,165
40
$20.5M 0.76%
561,970
+3,720
41
$20.4M 0.75%
281,989
+1,470
42
$20.2M 0.75%
91,301
-1,658
43
$20.1M 0.74%
337,374
-834
44
$18.7M 0.69%
10,910
+1,825
45
$17.9M 0.66%
23,609
+74
46
$17.8M 0.66%
141,448
-625
47
$17.3M 0.64%
93,142
-1,372
48
$17.2M 0.63%
470,611
+15,009
49
$17.1M 0.63%
366,078
+504
50
$17M 0.63%
57,172
-52
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