WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
+$4.33M
2
+$3.46M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.08M
5
ADBE icon
Adobe
ADBE
+$2.03M

Top Sells

1
+$20M
2
+$13.2M
3
+$9.11M
4
TFC icon
Truist Financial
TFC
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

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
26
$21.1M 0.95%
106,282
-699
27
$20.7M 0.93%
133,792
+1,847
28
$20.2M 0.91%
81,516
-471
29
$20M 0.9%
94,258
-658
30
$19.8M 0.89%
202,205
+1,157
31
$19.6M 0.88%
249,853
-3,140
32
$19M 0.85%
59,643
-62,780
33
$18.9M 0.85%
168,534
-1,678
34
$18.8M 0.85%
246,777
-844
35
$18.5M 0.83%
110,861
-707
36
$18.5M 0.83%
27,576
-177
37
$18.3M 0.82%
82,084
-696
38
$18.3M 0.82%
245,881
+4,233
39
$18.3M 0.82%
240,373
+5,392
40
$17.6M 0.79%
61,632
+24
41
$17.3M 0.78%
24,040
-149
42
$16.8M 0.76%
217,786
+15,469
43
$16.8M 0.76%
33,807
-376
44
$16.7M 0.75%
167,579
-4,507
45
$16.6M 0.75%
86,481
-1,604
46
$16.3M 0.74%
234,020
-3,774
47
$16.2M 0.73%
84,858
-307
48
$15.8M 0.71%
324,540
+5,225
49
$15.7M 0.71%
319,098
-2,937
50
$15.6M 0.7%
233,029
+10,857
1
2
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