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
601
$34K ﹤0.01%
170
+68
602
$33K ﹤0.01%
479
+30
603
$33K ﹤0.01%
235
604
$33K ﹤0.01%
430
605
$33K ﹤0.01%
+872
606
$33K ﹤0.01%
278
607
$33K ﹤0.01%
2,000
608
$33K ﹤0.01%
1,080
609
$33K ﹤0.01%
245
610
$32K ﹤0.01%
50
611
$32K ﹤0.01%
983
612
$32K ﹤0.01%
3,388
613
$32K ﹤0.01%
759
-14
614
$32K ﹤0.01%
450
615
$32K ﹤0.01%
175
616
$32K ﹤0.01%
300
617
$31K ﹤0.01%
258
+150
618
$31K ﹤0.01%
579
619
$31K ﹤0.01%
810
+500
620
$31K ﹤0.01%
180
621
$31K ﹤0.01%
3,000
622
$30K ﹤0.01%
101
623
$29K ﹤0.01%
1,111
624
$29K ﹤0.01%
266
-231
625
$29K ﹤0.01%
333