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
501
$29.9K ﹤0.01%
2,050
502
$29.6K ﹤0.01%
734
-520
503
$29.2K ﹤0.01%
450
504
$29.2K ﹤0.01%
1,048
505
$28.8K ﹤0.01%
1,298
-50
506
$28.8K ﹤0.01%
750
507
$28.8K ﹤0.01%
206
-190
508
$28.6K ﹤0.01%
772
509
$28.5K ﹤0.01%
80
510
$28.4K ﹤0.01%
775
511
$27.8K ﹤0.01%
2,500
512
$27.8K ﹤0.01%
235
513
$27.4K ﹤0.01%
300
514
$27.2K ﹤0.01%
1,184
515
$27.1K ﹤0.01%
400
516
$27.1K ﹤0.01%
975
517
$26.8K ﹤0.01%
1,111
518
$26.5K ﹤0.01%
263
519
$26.3K ﹤0.01%
439
+12
520
$26.2K ﹤0.01%
350
-530
521
$26.1K ﹤0.01%
589
522
$26K ﹤0.01%
360
523
$25.8K ﹤0.01%
385
524
$25.5K ﹤0.01%
1,299
-10
525
$25.5K ﹤0.01%
420
19 20
21
22 23