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
576
$40K ﹤0.01%
249
577
$39K ﹤0.01%
150
578
$38K ﹤0.01%
1,195
-3
579
$38K ﹤0.01%
389
580
$38K ﹤0.01%
256
581
$38K ﹤0.01%
480
582
$38K ﹤0.01%
1,027
583
$38K ﹤0.01%
550
-50
584
$37K ﹤0.01%
53
585
$37K ﹤0.01%
1,175
586
$37K ﹤0.01%
235
587
$37K ﹤0.01%
2,426
588
$37K ﹤0.01%
668
589
$36K ﹤0.01%
3,000
590
$36K ﹤0.01%
524
591
$36K ﹤0.01%
450
592
$36K ﹤0.01%
130
593
$36K ﹤0.01%
114
+69
594
$36K ﹤0.01%
165
595
$36K ﹤0.01%
1,500
596
$35K ﹤0.01%
58
597
$35K ﹤0.01%
+360
598
$35K ﹤0.01%
3,600
599
$35K ﹤0.01%
249
600
$34K ﹤0.01%
415
-5
22 23
24
25 26