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
26
$20.9M 0.98%
115,917
-3,133
27
$20.8M 0.97%
81,987
-4,071
28
$20.3M 0.95%
201,048
-3,838
29
$20.1M 0.94%
252,993
-8,288
30
$19.8M 0.92%
82,780
-3,405
31
$19.7M 0.92%
27,753
-1,431
32
$18.6M 0.87%
247,621
+237,427
33
$18.5M 0.86%
111,568
-2,185
34
$18.3M 0.85%
85,165
-2,177
35
$18.1M 0.84%
110,544
-4,437
36
$17.5M 0.81%
250,156
-14,002
37
$17.4M 0.81%
340,306
-10,441
38
$16.7M 0.78%
234,981
-18,205
39
$16.7M 0.78%
172,086
+7,989
40
$15.9M 0.74%
170,212
-9,568
41
$15.8M 0.74%
237,794
-5,675
42
$15.8M 0.74%
24,189
-1,813
43
$15.6M 0.73%
34,183
-2,186
44
$15.5M 0.72%
88,085
-5,392
45
$15.5M 0.72%
202,317
-4,995
46
$15.3M 0.71%
31,394
-67
47
$15.2M 0.71%
322,035
-7,800
48
$15.1M 0.7%
147,627
-5,647
49
$15.1M 0.7%
61,608
-1,159
50
$15M 0.7%
124,828
-4,600
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2
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