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
701
$6.17K ﹤0.01%
40
702
$6.04K ﹤0.01%
160
-10
703
$5.99K ﹤0.01%
188
704
$5.97K ﹤0.01%
200
705
$5.88K ﹤0.01%
250
706
$5.87K ﹤0.01%
521
707
$5.79K ﹤0.01%
65
708
$5.74K ﹤0.01%
210
-60
709
$5.61K ﹤0.01%
76
710
$5.56K ﹤0.01%
600
711
$5.53K ﹤0.01%
75
712
$5.5K ﹤0.01%
67
713
$5.46K ﹤0.01%
112
714
$5.44K ﹤0.01%
79
715
$5.36K ﹤0.01%
37
-3
716
$5.32K ﹤0.01%
+50
717
$5.3K ﹤0.01%
+100
718
$5.26K ﹤0.01%
50
719
$5.24K ﹤0.01%
198
720
$5.2K ﹤0.01%
99
-3
721
$5.2K ﹤0.01%
116
722
$5K ﹤0.01%
200
723
$4.92K ﹤0.01%
2
724
$4.79K ﹤0.01%
34
+2
725
$4.73K ﹤0.01%
150
27 28
29
30 31