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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.3M
3
+$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1
+$9.4M
2
+$5.67M
3
+$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$7.25K ﹤0.01%
250
-50
677
$7.14K ﹤0.01%
+357
678
$7.07K ﹤0.01%
+815
679
$7.06K ﹤0.01%
+250
680
$7.03K ﹤0.01%
42
-23
681
$7.02K ﹤0.01%
875
-67
682
$6.95K ﹤0.01%
95
683
$6.87K ﹤0.01%
184
-925
684
$6.72K ﹤0.01%
85
685
$6.61K ﹤0.01%
600
686
$6.58K ﹤0.01%
200
687
$6.41K ﹤0.01%
576
-13
688
$6.35K ﹤0.01%
122
+14
689
$6.34K ﹤0.01%
198
690
$6.32K ﹤0.01%
144
691
$6.32K ﹤0.01%
60
692
$6.25K ﹤0.01%
+125
693
$6.21K ﹤0.01%
204
-64
694
$6.19K ﹤0.01%
273
+86
695
$6.11K ﹤0.01%
79
-1
696
$6.06K ﹤0.01%
188
697
$6.04K ﹤0.01%
+172
698
$6.02K ﹤0.01%
31
-2
699
$5.93K ﹤0.01%
1,000
700
$5.85K ﹤0.01%
130
-140
26 27
28
29 30