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
626
$13K ﹤0.01%
500
627
$12.9K ﹤0.01%
1,200
628
$12.8K ﹤0.01%
110
-4
629
$12.7K ﹤0.01%
200
630
$12.7K ﹤0.01%
335
631
$12.6K ﹤0.01%
208
632
$12.6K ﹤0.01%
200
633
$12.4K ﹤0.01%
311
634
$12.2K ﹤0.01%
+590
635
$12.1K ﹤0.01%
230
+8
636
$12.1K ﹤0.01%
4,400
637
$12K ﹤0.01%
115
638
$12K ﹤0.01%
256
639
$11.9K ﹤0.01%
508
-119
640
$11.9K ﹤0.01%
383
+118
641
$11.6K ﹤0.01%
678
+1
642
$11.5K ﹤0.01%
500
-2,800
643
$11K ﹤0.01%
807
-820
644
$11K ﹤0.01%
268
645
$11K ﹤0.01%
88
646
$10.8K ﹤0.01%
275
647
$10.8K ﹤0.01%
350
648
$10.8K ﹤0.01%
63
-2
649
$10.7K ﹤0.01%
350
650
$10.6K ﹤0.01%
340
24 25
26
27 28