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
476
$63K ﹤0.01%
1,000
477
$63K ﹤0.01%
200
478
$63K ﹤0.01%
650
-300
479
$62K ﹤0.01%
7,500
480
$62K ﹤0.01%
1,016
481
$62K ﹤0.01%
3,000
482
$62K ﹤0.01%
837
483
$61K ﹤0.01%
800
484
$61K ﹤0.01%
+1,199
485
$61K ﹤0.01%
1,167
486
$61K ﹤0.01%
1,270
487
$61K ﹤0.01%
582
-669
488
$61K ﹤0.01%
500
489
$60K ﹤0.01%
+4,400
490
$60K ﹤0.01%
1,000
491
$59K ﹤0.01%
510
+416
492
$59K ﹤0.01%
2,310
493
$59K ﹤0.01%
723
494
$58K ﹤0.01%
615
495
$58K ﹤0.01%
784
-1,461
496
$57K ﹤0.01%
453
+1
497
$57K ﹤0.01%
4,000
498
$57K ﹤0.01%
3,000
499
$56K ﹤0.01%
1,677
500
$56K ﹤0.01%
224
18 19
20
21 22