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
551
$20.9K ﹤0.01%
590
552
$20.8K ﹤0.01%
180
553
$20.8K ﹤0.01%
412
554
$20.7K ﹤0.01%
322
-272
555
$20.7K ﹤0.01%
30
-6
556
$20.5K ﹤0.01%
548
557
$20.3K ﹤0.01%
150
558
$20.2K ﹤0.01%
400
-41
559
$20.2K ﹤0.01%
1,156
560
$20.2K ﹤0.01%
200
-405
561
$20.2K ﹤0.01%
400
562
$20.1K ﹤0.01%
318
563
$19.8K ﹤0.01%
3,597
564
$19.6K ﹤0.01%
767
565
$19.5K ﹤0.01%
139
566
$19.4K ﹤0.01%
380
567
$19.4K ﹤0.01%
1,000
568
$19.4K ﹤0.01%
400
569
$19.3K ﹤0.01%
1,000
570
$19.3K ﹤0.01%
900
571
$19.3K ﹤0.01%
175
572
$19.2K ﹤0.01%
406
573
$19.1K ﹤0.01%
650
574
$19.1K ﹤0.01%
996
575
$19.1K ﹤0.01%
+490
21 22
23
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