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
526
$23.6K ﹤0.01%
100
527
$23.3K ﹤0.01%
165
528
$23.1K ﹤0.01%
263
529
$23K ﹤0.01%
283
530
$23K ﹤0.01%
125
-10
531
$23K ﹤0.01%
72
532
$22.5K ﹤0.01%
+1,309
533
$22.5K ﹤0.01%
1,263
534
$22.4K ﹤0.01%
548
535
$22.4K ﹤0.01%
186
536
$22.3K ﹤0.01%
589
-200
537
$22.3K ﹤0.01%
885
538
$22.2K ﹤0.01%
385
539
$22.1K ﹤0.01%
1,500
540
$21.7K ﹤0.01%
172
+2
541
$21.6K ﹤0.01%
280
-500
542
$21.6K ﹤0.01%
+90
543
$21.3K ﹤0.01%
975
544
$21.2K ﹤0.01%
1,627
-30
545
$21.2K ﹤0.01%
1,836
546
$21.1K ﹤0.01%
175
547
$20.9K ﹤0.01%
1,156
548
$20.6K ﹤0.01%
+818
549
$20.3K ﹤0.01%
180
550
$20.2K ﹤0.01%
318
20 21
22
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