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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$49K ﹤0.01%
3,490
527
$48K ﹤0.01%
1,505
528
$48K ﹤0.01%
360
+60
529
$48K ﹤0.01%
296
-140
530
$48K ﹤0.01%
600
531
$48K ﹤0.01%
167
+7
532
$48K ﹤0.01%
2,700
533
$47K ﹤0.01%
785
-500
534
$47K ﹤0.01%
950
535
$47K ﹤0.01%
2,034
+34
536
$47K ﹤0.01%
739
537
$47K ﹤0.01%
1,775
538
$47K ﹤0.01%
573
539
$46K ﹤0.01%
3,000
540
$46K ﹤0.01%
1,000
541
$46K ﹤0.01%
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542
$46K ﹤0.01%
2,957
543
$46K ﹤0.01%
452
544
$45K ﹤0.01%
2,000
545
$45K ﹤0.01%
1,692
-100
546
$45K ﹤0.01%
635
-4
547
$45K ﹤0.01%
975
548
$45K ﹤0.01%
1,934
+224
549
$45K ﹤0.01%
429
550
$45K ﹤0.01%
200
+50
20 21
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