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
26
$37.2M 1.05%
332,397
+77
27
$35.6M 1%
322,140
+3,318
28
$35M 0.99%
681,513
-8,922
29
$34.4M 0.97%
123,840
-616
30
$34.3M 0.97%
139,208
+66
31
$33.5M 0.94%
123,914
+28
32
$32.8M 0.93%
362,327
-2,680
33
$31.7M 0.89%
89,913
+16
34
$30.7M 0.87%
57,964
-45
35
$30M 0.85%
182,215
-529
36
$29M 0.82%
1,451,920
-25,720
37
$27.8M 0.78%
94,142
-1,466
38
$27.6M 0.78%
70,064
-9,260
39
$27.3M 0.77%
12,471
+281
40
$26.9M 0.76%
118,655
-1,627
41
$26.6M 0.75%
558,570
-3,450
42
$25.9M 0.73%
124,776
-934
43
$25.2M 0.71%
304,682
+13,047
44
$25M 0.7%
28,561
-66
45
$24.4M 0.69%
487,820
+14,386
46
$23.9M 0.67%
325,956
+2,318
47
$23.2M 0.66%
347,065
+5,259
48
$21.9M 0.62%
141,701
+442
49
$21.8M 0.62%
279,079
-2,748
50
$20.3M 0.57%
102,177
-739
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