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
551
$20K ﹤0.01%
36
+7
552
$20K ﹤0.01%
900
553
$20K ﹤0.01%
43
554
$19.9K ﹤0.01%
400
555
$19.9K ﹤0.01%
500
556
$19.8K ﹤0.01%
380
557
$19.5K ﹤0.01%
507
558
$19.5K ﹤0.01%
650
559
$19.5K ﹤0.01%
412
560
$19.4K ﹤0.01%
175
561
$19.4K ﹤0.01%
232
562
$19K ﹤0.01%
590
563
$19K ﹤0.01%
+1,000
564
$18.9K ﹤0.01%
76
565
$18.6K ﹤0.01%
996
566
$18.5K ﹤0.01%
1,160
567
$18.5K ﹤0.01%
+139
568
$18.3K ﹤0.01%
407
569
$18.2K ﹤0.01%
+90
570
$18.1K ﹤0.01%
328
571
$18K ﹤0.01%
+120
572
$17.9K ﹤0.01%
406
573
$17.8K ﹤0.01%
+813
574
$17.7K ﹤0.01%
375
575
$17.6K ﹤0.01%
161