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
626
$29K ﹤0.01%
2,077
627
$29K ﹤0.01%
300
-31
628
$29K ﹤0.01%
72
629
$29K ﹤0.01%
400
-40
630
$29K ﹤0.01%
76
631
$29K ﹤0.01%
200
632
$28K ﹤0.01%
+495
633
$28K ﹤0.01%
116
634
$28K ﹤0.01%
230
+115
635
$28K ﹤0.01%
+420
636
$28K ﹤0.01%
+996
637
$28K ﹤0.01%
283
-35
638
$28K ﹤0.01%
333
639
$28K ﹤0.01%
550
-300
640
$27K ﹤0.01%
5,000
641
$27K ﹤0.01%
1,151
642
$27K ﹤0.01%
1,381
643
$26K ﹤0.01%
301
644
$26K ﹤0.01%
350
645
$26K ﹤0.01%
603
+55
646
$26K ﹤0.01%
150
647
$26K ﹤0.01%
110
-6
648
$26K ﹤0.01%
247
649
$26K ﹤0.01%
946
+800
650
$26K ﹤0.01%
261
24 25
26
27 28