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
$2.22B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.46M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.08M
5
ADBE icon
Adobe
ADBE
+$2.03M

Top Sells

1
+$20M
2
+$13.2M
3
+$9.11M
4
TFC icon
Truist Financial
TFC
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

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
676
$8.49K ﹤0.01%
41
677
$8.25K ﹤0.01%
167
678
$8.22K ﹤0.01%
100
679
$8.04K ﹤0.01%
200
680
$8.03K ﹤0.01%
300
681
$8.01K ﹤0.01%
200
682
$7.68K ﹤0.01%
283
+33
683
$7.44K ﹤0.01%
86
-36
684
$7.28K ﹤0.01%
95
685
$7.25K ﹤0.01%
815
686
$7.24K ﹤0.01%
250
687
$7.11K ﹤0.01%
200
688
$6.76K ﹤0.01%
800
689
$6.65K ﹤0.01%
194
-10
690
$6.63K ﹤0.01%
85
691
$6.61K ﹤0.01%
144
692
$6.56K ﹤0.01%
663
693
$6.56K ﹤0.01%
100
694
$6.47K ﹤0.01%
357
695
$6.41K ﹤0.01%
30
-1
696
$6.4K ﹤0.01%
60
697
$6.36K ﹤0.01%
184
698
$6.28K ﹤0.01%
156
699
$6.28K ﹤0.01%
125
700
$6.28K ﹤0.01%
1,000
26 27
28
29 30