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
676
$22K ﹤0.01%
1,836
677
$22K ﹤0.01%
1,250
678
$22K ﹤0.01%
1,160
679
$22K ﹤0.01%
185
+5
680
$22K ﹤0.01%
+150
681
$22K ﹤0.01%
300
682
$22K ﹤0.01%
412
683
$22K ﹤0.01%
667
684
$21K ﹤0.01%
200
-47
685
$21K ﹤0.01%
269
686
$21K ﹤0.01%
500
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687
$21K ﹤0.01%
480
688
$21K ﹤0.01%
392
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689
$21K ﹤0.01%
700
690
$20K ﹤0.01%
395
691
$20K ﹤0.01%
400
692
$20K ﹤0.01%
172
+1
693
$20K ﹤0.01%
1,360
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694
$20K ﹤0.01%
522
695
$20K ﹤0.01%
135
696
$20K ﹤0.01%
406
697
$20K ﹤0.01%
+2,000
698
$19K ﹤0.01%
758
699
$19K ﹤0.01%
876
+236
700
$19K ﹤0.01%
600