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
601
$15K ﹤0.01%
+524
602
$15K ﹤0.01%
+1,260
603
$15K ﹤0.01%
+907
604
$15K ﹤0.01%
+1,393
605
$15K ﹤0.01%
+172
606
$15K ﹤0.01%
+1,000
607
$15K ﹤0.01%
+244
608
$14K ﹤0.01%
+2,000
609
$14K ﹤0.01%
+595
610
$14K ﹤0.01%
+232
611
$14K ﹤0.01%
+520
612
$14K ﹤0.01%
+2,556
613
$14K ﹤0.01%
+100
614
$14K ﹤0.01%
+155
615
$14K ﹤0.01%
+118
616
$14K ﹤0.01%
+87
617
$14K ﹤0.01%
+165
618
$14K ﹤0.01%
+1,000
619
$14K ﹤0.01%
+798
620
$13K ﹤0.01%
+500
621
$13K ﹤0.01%
+100
622
$13K ﹤0.01%
+3,600
623
$13K ﹤0.01%
+175
624
$13K ﹤0.01%
+270
625
$13K ﹤0.01%
+1,596
23 24
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