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
651
$26K ﹤0.01%
1,348
-1,221
652
$25K ﹤0.01%
700
653
$25K ﹤0.01%
+400
654
$25K ﹤0.01%
500
655
$25K ﹤0.01%
+500
656
$25K ﹤0.01%
590
+350
657
$25K ﹤0.01%
442
658
$25K ﹤0.01%
+500
659
$25K ﹤0.01%
500
660
$25K ﹤0.01%
+132
661
$25K ﹤0.01%
203
-47
662
$25K ﹤0.01%
230
663
$24K ﹤0.01%
423
-13
664
$24K ﹤0.01%
508
+36
665
$24K ﹤0.01%
44
666
$24K ﹤0.01%
+375
667
$24K ﹤0.01%
400
+360
668
$23K ﹤0.01%
380
669
$23K ﹤0.01%
166
+65
670
$23K ﹤0.01%
660
671
$23K ﹤0.01%
1,436
672
$23K ﹤0.01%
150
673
$23K ﹤0.01%
580
+340
674
$22K ﹤0.01%
1,050
675
$22K ﹤0.01%
93
-6
25 26
27
28 29