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
626
$13K ﹤0.01%
+46
627
$13K ﹤0.01%
+3,000
628
$13K ﹤0.01%
+900
629
$13K ﹤0.01%
+335
630
$13K ﹤0.01%
+300
631
$13K ﹤0.01%
+900
632
$13K ﹤0.01%
+821
633
$13K ﹤0.01%
+311
634
$13K ﹤0.01%
+111
635
$13K ﹤0.01%
+500
636
$12K ﹤0.01%
+1,000
637
$12K ﹤0.01%
+167
638
$12K ﹤0.01%
+758
639
$12K ﹤0.01%
+450
640
$12K ﹤0.01%
+1,000
641
$12K ﹤0.01%
+3,600
642
$12K ﹤0.01%
+406
643
$12K ﹤0.01%
+429
644
$11K ﹤0.01%
+31
645
$11K ﹤0.01%
+160
646
$11K ﹤0.01%
+260
647
$11K ﹤0.01%
+203
648
$11K ﹤0.01%
+1,850
649
$11K ﹤0.01%
+45
650
$11K ﹤0.01%
+1,210
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