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
576
$18.9K ﹤0.01%
120
577
$18.9K ﹤0.01%
340
578
$18.8K ﹤0.01%
175
579
$18.6K ﹤0.01%
182
580
$18.5K ﹤0.01%
1,160
581
$18.4K ﹤0.01%
25
-1
582
$18.4K ﹤0.01%
813
583
$18.4K ﹤0.01%
375
584
$18.2K ﹤0.01%
90
585
$17.6K ﹤0.01%
200
586
$17.5K ﹤0.01%
328
587
$17.3K ﹤0.01%
288
+117
588
$17.3K ﹤0.01%
70
589
$17.1K ﹤0.01%
816
590
$16.9K ﹤0.01%
700
591
$16.6K ﹤0.01%
2,738
592
$16.4K ﹤0.01%
1,500
593
$16.4K ﹤0.01%
45
594
$16.1K ﹤0.01%
81
-4
595
$16K ﹤0.01%
116
+2
596
$16K ﹤0.01%
100
597
$15.7K ﹤0.01%
400
598
$15.7K ﹤0.01%
222
-8
599
$15.6K ﹤0.01%
290
600
$15.4K ﹤0.01%
183
-100
22 23
24
25 26