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
$2.22B
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
476
$34K ﹤0.01%
245
477
$33.7K ﹤0.01%
1,763
478
$33.6K ﹤0.01%
1,666
479
$33.6K ﹤0.01%
419
480
$33.6K ﹤0.01%
100
481
$33.6K ﹤0.01%
249
482
$33.4K ﹤0.01%
474
-55
483
$33.3K ﹤0.01%
794
-99
484
$33.1K ﹤0.01%
665
485
$32.8K ﹤0.01%
396
-500
486
$32.3K ﹤0.01%
1,200
487
$32K ﹤0.01%
637
488
$31.8K ﹤0.01%
666
489
$31.6K ﹤0.01%
524
490
$31.5K ﹤0.01%
584
-4
491
$31.3K ﹤0.01%
375
-25
492
$31.1K ﹤0.01%
175
493
$31.1K ﹤0.01%
1,000
494
$30.9K ﹤0.01%
383
495
$30.8K ﹤0.01%
400
-100
496
$30.3K ﹤0.01%
2,000
497
$30.2K ﹤0.01%
190
498
$30K ﹤0.01%
1,381
499
$29.9K ﹤0.01%
278
500
$29.9K ﹤0.01%
2,500
18 19
20
21 22