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
$2.1B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$7.07M
3
+$6.47M
4
ADBE icon
Adobe
ADBE
+$5.66M
5
SPGI icon
S&P Global
SPGI
+$5.49M

Top Sells

1
+$13.7M
2
+$7.52M
3
+$7.35M
4
CVX icon
Chevron
CVX
+$7.34M
5
AIG icon
American International
AIG
+$5.03M

Sector Composition

1 Technology 17.2%
2 Financials 14.48%
3 Healthcare 13.18%
4 Consumer Discretionary 10.99%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.61%
323,317
+8,956
52
$12.6M 0.6%
90,861
+4,834
53
$12.5M 0.6%
158,384
+5,585
54
$12.5M 0.59%
209,951
+3,706
55
$12.2M 0.58%
9,101
-5,464
56
$12.2M 0.58%
106,611
+247
57
$12.2M 0.58%
105,753
+6,097
58
$11.9M 0.57%
248,798
+5,801
59
$11.9M 0.57%
384,061
+19,269
60
$11.8M 0.56%
88,323
+2,535
61
$11.8M 0.56%
64,301
+5,297
62
$11.8M 0.56%
142,160
+7,184
63
$11.4M 0.54%
57,239
+3,460
64
$11M 0.53%
38,620
-151
65
$10.8M 0.52%
315,471
+6,284
66
$10.6M 0.5%
115,379
+551
67
$10.4M 0.49%
1,571,080
+65,400
68
$10.3M 0.49%
84,985
-466
69
$10.3M 0.49%
192,388
-8,606
70
$10.1M 0.48%
112,789
-1,221
71
$9.83M 0.47%
83,331
-1,258
72
$9.81M 0.47%
77,159
+49
73
$9.66M 0.46%
107,082
+673
74
$9.53M 0.45%
72,327
-181
75
$9.53M 0.45%
47,005
-855
1 2
3
4 5