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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1 +$38.7M
2 +$25.3M
3 +$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1 +$9.4M
2 +$5.67M
3 +$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$27.7K ﹤0.01%
2,000
502
$27.4K ﹤0.01%
1,381
503
$27.3K ﹤0.01%
188
504
$27.3K ﹤0.01%
770
505
$27.1K ﹤0.01%
441
506
$27K ﹤0.01%
300
507
$27K ﹤0.01%
700
508
$26.5K ﹤0.01%
360
-25
509
$26.5K ﹤0.01%
+1,184
510
$26.3K ﹤0.01%
665
511
$26.1K ﹤0.01%
637
512
$26.1K ﹤0.01%
775
513
$25.8K ﹤0.01%
235
514
$25.2K ﹤0.01%
427
+50
515
$25K ﹤0.01%
1,000
516
$25K ﹤0.01%
500
517
$24.9K ﹤0.01%
547
518
$24.9K ﹤0.01%
1,175
519
$24.8K ﹤0.01%
150
520
$24.6K ﹤0.01%
420
521
$24.5K ﹤0.01%
400
522
$24.4K ﹤0.01%
589
523
$24.4K ﹤0.01%
1,000
524
$24.3K ﹤0.01%
3,597
525
$23.8K ﹤0.01%
200