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
551
$45K ﹤0.01%
1,450
552
$44K ﹤0.01%
1,502
553
$44K ﹤0.01%
2,000
-4,580
554
$44K ﹤0.01%
2,400
555
$44K ﹤0.01%
1,048
+867
556
$43K ﹤0.01%
246
557
$43K ﹤0.01%
3,143
558
$43K ﹤0.01%
+643
559
$43K ﹤0.01%
663
560
$43K ﹤0.01%
236
561
$42K ﹤0.01%
500
562
$42K ﹤0.01%
912
563
$42K ﹤0.01%
5,541
564
$42K ﹤0.01%
600
565
$41K ﹤0.01%
200
566
$41K ﹤0.01%
810
-3
567
$41K ﹤0.01%
1,612
568
$41K ﹤0.01%
900
569
$41K ﹤0.01%
425
570
$41K ﹤0.01%
1,500
571
$41K ﹤0.01%
385
572
$40K ﹤0.01%
900
573
$40K ﹤0.01%
512
574
$40K ﹤0.01%
772
575
$40K ﹤0.01%
1,600