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
526
$25.4K ﹤0.01%
500
527
$25.2K ﹤0.01%
1,000
528
$25K ﹤0.01%
125
529
$25K ﹤0.01%
500
530
$25K ﹤0.01%
400
531
$24.9K ﹤0.01%
547
532
$24.6K ﹤0.01%
1,000
533
$24.6K ﹤0.01%
186
+25
534
$24.4K ﹤0.01%
173
+1
535
$24.1K ﹤0.01%
43
536
$23.8K ﹤0.01%
208
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537
$23.7K ﹤0.01%
90
538
$23.6K ﹤0.01%
200
539
$23.1K ﹤0.01%
1,263
540
$22.6K ﹤0.01%
100
541
$22.5K ﹤0.01%
407
542
$22.5K ﹤0.01%
188
543
$22.5K ﹤0.01%
1,000
544
$21.8K ﹤0.01%
165
545
$21.8K ﹤0.01%
507
546
$21.6K ﹤0.01%
403
-297
547
$21.6K ﹤0.01%
885
548
$21.3K ﹤0.01%
1,836
549
$21.1K ﹤0.01%
232
550
$21K ﹤0.01%
1,175