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
676
$9K ﹤0.01%
+101
677
$9K ﹤0.01%
+209
678
$9K ﹤0.01%
+100
679
$9K ﹤0.01%
+1,004
680
$9K ﹤0.01%
+432
681
$9K ﹤0.01%
+155
682
$9K ﹤0.01%
+442
683
$9K ﹤0.01%
+2,000
684
$9K ﹤0.01%
+100
685
$9K ﹤0.01%
+72
686
$9K ﹤0.01%
+800
687
$9K ﹤0.01%
+45
688
$9K ﹤0.01%
+290
689
$9K ﹤0.01%
+156
690
$9K ﹤0.01%
+333
691
$9K ﹤0.01%
+230
692
$9K ﹤0.01%
+26
693
$9K ﹤0.01%
+1,000
694
$9K ﹤0.01%
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695
$8K ﹤0.01%
+1,000
696
$8K ﹤0.01%
+175
697
$8K ﹤0.01%
+200
698
$8K ﹤0.01%
+1,050
699
$8K ﹤0.01%
+350
700
$8K ﹤0.01%
+414