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
501
$25K ﹤0.01%
+20
502
$25K ﹤0.01%
+385
503
$25K ﹤0.01%
+1,505
504
$25K ﹤0.01%
+312
505
$25K ﹤0.01%
+282
506
$25K ﹤0.01%
+179
507
$25K ﹤0.01%
+2,000
508
$25K ﹤0.01%
+250
509
$25K ﹤0.01%
+345
510
$25K ﹤0.01%
+220
511
$25K ﹤0.01%
+20
512
$25K ﹤0.01%
+138
513
$24K ﹤0.01%
+400
514
$24K ﹤0.01%
+150
515
$24K ﹤0.01%
+300
516
$24K ﹤0.01%
+600
517
$24K ﹤0.01%
+2,896
518
$24K ﹤0.01%
+2,000
519
$24K ﹤0.01%
+300
520
$23K ﹤0.01%
+363
521
$23K ﹤0.01%
+5,900
522
$23K ﹤0.01%
+739
523
$23K ﹤0.01%
+150
524
$22K ﹤0.01%
+800
525
$22K ﹤0.01%
+1,000
19 20
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