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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.3M
3
+$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1
+$9.4M
2
+$5.67M
3
+$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$14.6K ﹤0.01%
400
602
$14.5K ﹤0.01%
330
603
$14.5K ﹤0.01%
677
+38
604
$14.4K ﹤0.01%
45
605
$14.4K ﹤0.01%
1,000
-160
606
$14.2K ﹤0.01%
435
-15
607
$14.1K ﹤0.01%
250
608
$14.1K ﹤0.01%
340
609
$13.7K ﹤0.01%
150
610
$13.7K ﹤0.01%
300
611
$13.6K ﹤0.01%
200
612
$13.5K ﹤0.01%
132
613
$13.2K ﹤0.01%
+462
614
$13.2K ﹤0.01%
160
615
$13.2K ﹤0.01%
4,400
616
$13.1K ﹤0.01%
428
617
$13.1K ﹤0.01%
518
-259
618
$12.9K ﹤0.01%
340
-200
619
$12.9K ﹤0.01%
114
+1
620
$12.9K ﹤0.01%
1,011
621
$12.8K ﹤0.01%
311
622
$12.6K ﹤0.01%
2,738
623
$12.6K ﹤0.01%
455
-30
624
$12.4K ﹤0.01%
500
625
$12.4K ﹤0.01%
+335
23 24
25
26 27