WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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 +$11.7M
2 +$8.9M
3 +$5.46M
4
GMED icon
Globus Medical
GMED
+$4.61M
5
BEPC icon
Brookfield Renewable
BEPC
+$4.38M

Top Sells

1 +$6.81M
2 +$6.58M
3 +$3.55M
4
PYPL icon
PayPal
PYPL
+$3.25M
5
AAPL icon
Apple
AAPL
+$2.79M

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%
2,000
605
$33K ﹤0.01%
245
606
$33K ﹤0.01%
430
607
$33K ﹤0.01%
+872
608
$33K ﹤0.01%
278
609
$33K ﹤0.01%
1,080
610
$32K ﹤0.01%
450
611
$32K ﹤0.01%
300
612
$32K ﹤0.01%
983
613
$32K ﹤0.01%
3,388
614
$32K ﹤0.01%
50
615
$32K ﹤0.01%
759
-14
616
$32K ﹤0.01%
175
617
$31K ﹤0.01%
258
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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