WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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 +$23.8M
2 +$10.7M
3 +$9.92M
4
SPGI icon
S&P Global
SPGI
+$6.15M
5
ADBE icon
Adobe
ADBE
+$6.08M

Top Sells

1 +$25.2M
2 +$10.9M
3 +$10M
4
BKNG icon
Booking.com
BKNG
+$9.59M
5
AIG icon
American International
AIG
+$8.89M

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
476
$30K ﹤0.01%
198
-20,010
477
$29K ﹤0.01%
+541
478
$29K ﹤0.01%
+2,190
479
$29K ﹤0.01%
+350
480
$29K ﹤0.01%
+586
481
$29K ﹤0.01%
+978
482
$29K ﹤0.01%
+1,000
483
$28K ﹤0.01%
+1,126
484
$28K ﹤0.01%
+465
485
$28K ﹤0.01%
+650
486
$28K ﹤0.01%
+167
487
$28K ﹤0.01%
+237
488
$27K ﹤0.01%
+275
489
$27K ﹤0.01%
+975
490
$27K ﹤0.01%
+1,535
491
$27K ﹤0.01%
+876
492
$27K ﹤0.01%
+2,000
493
$27K ﹤0.01%
+227
494
$27K ﹤0.01%
+907
495
$27K ﹤0.01%
+479
496
$26K ﹤0.01%
+1,000
497
$26K ﹤0.01%
+1,000
498
$26K ﹤0.01%
+174
499
$26K ﹤0.01%
+300
500
$25K ﹤0.01%
+800