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
$2.1B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$7.07M
3
+$6.47M
4
ADBE icon
Adobe
ADBE
+$5.66M
5
SPGI icon
S&P Global
SPGI
+$5.49M

Top Sells

1
+$13.7M
2
+$7.52M
3
+$7.35M
4
CVX icon
Chevron
CVX
+$7.34M
5
AIG icon
American International
AIG
+$5.03M

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%
+539
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
18 19
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