WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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 +$23.8M
2 +$10.7M
3 +$9.92M
4
SPGI icon
S&P Global
SPGI
+$6.15M
5
ADBE icon
Adobe
ADBE
+$6.08M

Top Sells

1 +$25.2M
2 +$10.9M
3 +$10M
4
BKNG icon
Booking.com
BKNG
+$9.59M
5
AIG icon
American International
AIG
+$8.89M

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
526
$22K ﹤0.01%
+800
527
$22K ﹤0.01%
+1,000
528
$22K ﹤0.01%
+2,000
529
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+480
530
$22K ﹤0.01%
+225
531
$22K ﹤0.01%
+450
532
$22K ﹤0.01%
+1,625
533
$22K ﹤0.01%
+496
534
$22K ﹤0.01%
+3,000
535
$21K ﹤0.01%
+92
536
$21K ﹤0.01%
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537
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538
$21K ﹤0.01%
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539
$21K ﹤0.01%
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540
$21K ﹤0.01%
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541
$21K ﹤0.01%
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542
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543
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544
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545
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546
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547
$20K ﹤0.01%
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548
$20K ﹤0.01%
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549
$20K ﹤0.01%
+1,152
550
$20K ﹤0.01%
+150