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
651
$11K ﹤0.01%
+80
652
$11K ﹤0.01%
+1,058
653
$11K ﹤0.01%
+2,000
654
$11K ﹤0.01%
+450
655
$11K ﹤0.01%
+209
656
$11K ﹤0.01%
+329
657
$11K ﹤0.01%
+100
658
$11K ﹤0.01%
+400
659
$11K ﹤0.01%
+76
660
$10K ﹤0.01%
+30
661
$10K ﹤0.01%
+220
662
$10K ﹤0.01%
+300
663
$10K ﹤0.01%
+500
664
$10K ﹤0.01%
+95
665
$10K ﹤0.01%
+330
666
$10K ﹤0.01%
+470
667
$10K ﹤0.01%
+268
668
$10K ﹤0.01%
+1,000
669
$10K ﹤0.01%
+385
670
$10K ﹤0.01%
+196
671
$10K ﹤0.01%
+125
672
$10K ﹤0.01%
+600
673
$10K ﹤0.01%
+114
674
$9K ﹤0.01%
+98
675
$9K ﹤0.01%
+36
25 26
27
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