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
$2.71B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$21.6M
3
+$9.7M
4
J icon
Jacobs Solutions
J
+$5.72M
5
BKNG icon
Booking.com
BKNG
+$3.12M

Top Sells

1
+$27.3M
2
+$9.91M
3
+$5.41M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
KSU
Kansas City Southern
KSU
+$2.88M

Sector Composition

1 Technology 18.87%
2 Financials 13.43%
3 Healthcare 12.42%
4 Consumer Discretionary 12.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$37K ﹤0.01%
174
502
$37K ﹤0.01%
3,022
+3,000
503
$36K ﹤0.01%
+299
504
$36K ﹤0.01%
975
505
$36K ﹤0.01%
3,000
506
$36K ﹤0.01%
+5,541
507
$36K ﹤0.01%
500
508
$36K ﹤0.01%
76
509
$36K ﹤0.01%
4,000
510
$35K ﹤0.01%
2,000
+500
511
$35K ﹤0.01%
2,400
512
$35K ﹤0.01%
200
513
$34K ﹤0.01%
300
514
$34K ﹤0.01%
+849
515
$33K ﹤0.01%
800
516
$33K ﹤0.01%
639
517
$33K ﹤0.01%
630
+594
518
$33K ﹤0.01%
+1,129
519
$33K ﹤0.01%
+2,426
520
$33K ﹤0.01%
2,190
521
$33K ﹤0.01%
150
522
$33K ﹤0.01%
600
523
$33K ﹤0.01%
168
-151
524
$32K ﹤0.01%
385
525
$32K ﹤0.01%
1,685
19 20
21
22 23