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
701
$19K ﹤0.01%
1,500
702
$19K ﹤0.01%
900
703
$19K ﹤0.01%
233
704
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200
-50
705
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450
706
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-16
707
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100
708
$18K ﹤0.01%
311
709
$18K ﹤0.01%
298
710
$18K ﹤0.01%
+300
711
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72
712
$18K ﹤0.01%
450
713
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+26
714
$18K ﹤0.01%
76
715
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200
716
$17K ﹤0.01%
180
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717
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202
-39
718
$17K ﹤0.01%
475
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719
$17K ﹤0.01%
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720
$17K ﹤0.01%
+120
721
$17K ﹤0.01%
26
722
$17K ﹤0.01%
+500
723
$17K ﹤0.01%
100
724
$16K ﹤0.01%
105
-249
725
$16K ﹤0.01%
200
27 28
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