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
576
$18K ﹤0.01%
+200
577
$18K ﹤0.01%
+158
578
$17K ﹤0.01%
+509
579
$17K ﹤0.01%
+298
580
$17K ﹤0.01%
+631
581
$17K ﹤0.01%
+75
582
$17K ﹤0.01%
+635
583
$17K ﹤0.01%
+175
584
$17K ﹤0.01%
+209
585
$17K ﹤0.01%
+175
586
$17K ﹤0.01%
+2,833
587
$17K ﹤0.01%
+150
588
$16K ﹤0.01%
+456
589
$16K ﹤0.01%
+848
590
$16K ﹤0.01%
+495
591
$16K ﹤0.01%
+1,500
592
$16K ﹤0.01%
+482
593
$16K ﹤0.01%
+640
594
$16K ﹤0.01%
+650
595
$15K ﹤0.01%
+387
596
$15K ﹤0.01%
+380
597
$15K ﹤0.01%
+1,111
598
$15K ﹤0.01%
+790
599
$15K ﹤0.01%
+1,454
600
$15K ﹤0.01%
+1,000
22 23
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