WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$4.68M
2
+$3.52M
3
+$3.38M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.01M
5
UBER icon
Uber
UBER
+$2.01M

Top Sells

1
+$18.4M
2
+$12.8M
3
+$8.94M
4
TFC icon
Truist Financial
TFC
+$8.29M
5
JPM icon
JPMorgan Chase
JPM
+$6.46M

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
651
$10.4K ﹤0.01%
818
652
$10.2K ﹤0.01%
60
653
$10.1K ﹤0.01%
49
+7
654
$10.1K ﹤0.01%
1,243
655
$9.9K ﹤0.01%
200
-40
656
$9.86K ﹤0.01%
227
-1
657
$9.81K ﹤0.01%
212
658
$9.78K ﹤0.01%
135
659
$9.56K ﹤0.01%
295
660
$9.55K ﹤0.01%
175
661
$9.53K ﹤0.01%
75
662
$9.35K ﹤0.01%
5,000
663
$9.3K ﹤0.01%
1,500
664
$9.27K ﹤0.01%
134
665
$9.2K ﹤0.01%
+20,000
666
$9K ﹤0.01%
564
667
$8.96K ﹤0.01%
260
668
$8.91K ﹤0.01%
261
+88
669
$8.81K ﹤0.01%
161
670
$8.8K ﹤0.01%
151
671
$8.76K ﹤0.01%
360
672
$8.68K ﹤0.01%
+96
673
$8.62K ﹤0.01%
295
674
$8.52K ﹤0.01%
245
675
$8.51K ﹤0.01%
160
-135
25 26
27
28 29