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
701
$5.74K ﹤0.01%
40
702
$5.6K ﹤0.01%
40
703
$5.49K ﹤0.01%
704
-37
704
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104
-1
705
$5.39K ﹤0.01%
+173
706
$5.34K ﹤0.01%
100
707
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663
708
$5.25K ﹤0.01%
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709
$5.22K ﹤0.01%
75
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710
$5.22K ﹤0.01%
270
711
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100
712
$5.19K ﹤0.01%
24
-2
713
$5.15K ﹤0.01%
76
714
$5.14K ﹤0.01%
800
715
$5.12K ﹤0.01%
200
716
$5.1K ﹤0.01%
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717
$5.1K ﹤0.01%
112
718
$5.09K ﹤0.01%
+70
719
$5.08K ﹤0.01%
170
-5
720
$5.08K ﹤0.01%
250
-500
721
$5.04K ﹤0.01%
521
722
$4.97K ﹤0.01%
50
723
$4.93K ﹤0.01%
2
724
$4.92K ﹤0.01%
172
+45
725
$4.88K ﹤0.01%
100