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
$2.1B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$7.07M
3
+$6.47M
4
ADBE icon
Adobe
ADBE
+$5.66M
5
SPGI icon
S&P Global
SPGI
+$5.49M

Top Sells

1
+$13.7M
2
+$7.52M
3
+$7.35M
4
CVX icon
Chevron
CVX
+$7.34M
5
AIG icon
American International
AIG
+$5.03M

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
551
$20K ﹤0.01%
+1,000
552
$20K ﹤0.01%
+500
553
$20K ﹤0.01%
+135
554
$20K ﹤0.01%
+650
555
$20K ﹤0.01%
+615
556
$20K ﹤0.01%
+350
557
$20K ﹤0.01%
+439
558
$20K ﹤0.01%
+924
559
$19K ﹤0.01%
+130
560
$19K ﹤0.01%
+428
561
$19K ﹤0.01%
+639
562
$19K ﹤0.01%
+269
563
$19K ﹤0.01%
+1,100
564
$19K ﹤0.01%
+2,700
565
$19K ﹤0.01%
+90
566
$19K ﹤0.01%
+667
567
$19K ﹤0.01%
+700
568
$18K ﹤0.01%
+250
569
$18K ﹤0.01%
+354
570
$18K ﹤0.01%
+280
571
$18K ﹤0.01%
+169
572
$18K ﹤0.01%
+136
573
$18K ﹤0.01%
+1,151
574
$18K ﹤0.01%
+420
575
$18K ﹤0.01%
+820
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