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
601
$15.3K ﹤0.01%
1,300
602
$15.3K ﹤0.01%
350
603
$15.2K ﹤0.01%
330
604
$15.2K ﹤0.01%
464
+2
605
$15.2K ﹤0.01%
46
+1
606
$15.1K ﹤0.01%
200
-80
607
$15.1K ﹤0.01%
242
608
$15K ﹤0.01%
+143
609
$15K ﹤0.01%
80
-127
610
$14.9K ﹤0.01%
160
611
$14.9K ﹤0.01%
1,011
612
$14.9K ﹤0.01%
150
613
$14.9K ﹤0.01%
150
614
$14.9K ﹤0.01%
425
-10
615
$14.8K ﹤0.01%
800
616
$14.8K ﹤0.01%
200
617
$14.7K ﹤0.01%
140
618
$14.5K ﹤0.01%
1,000
619
$14.3K ﹤0.01%
442
-13
620
$14.2K ﹤0.01%
300
621
$13.9K ﹤0.01%
340
622
$13.3K ﹤0.01%
198
+19
623
$13.3K ﹤0.01%
2,100
624
$13.2K ﹤0.01%
442
+14
625
$13.2K ﹤0.01%
132
23 24
25
26 27