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
$2.71B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$21.6M
3
+$9.7M
4
J icon
Jacobs Solutions
J
+$5.72M
5
BKNG icon
Booking.com
BKNG
+$3.12M

Top Sells

1
+$27.3M
2
+$9.91M
3
+$5.41M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
KSU
Kansas City Southern
KSU
+$2.88M

Sector Composition

1 Technology 18.87%
2 Financials 13.43%
3 Healthcare 12.42%
4 Consumer Discretionary 12.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.9M 0.62%
143,278
+17,311
52
$16.6M 0.61%
119,484
+913
53
$16.5M 0.61%
29,294
-137
54
$16.3M 0.6%
308,076
-7,304
55
$15.6M 0.58%
143,668
-2,092
56
$15.6M 0.58%
723,130
+28,854
57
$15.5M 0.57%
335,467
-8,768
58
$15.4M 0.57%
61,150
-207
59
$15M 0.56%
135,956
+830
60
$15M 0.55%
59,744
+69
61
$14.7M 0.54%
30,029
+109
62
$14.4M 0.53%
177,525
-4,906
63
$14.3M 0.53%
102,674
-1,795
64
$14.1M 0.52%
85,517
-533
65
$14M 0.52%
25,091
-590
66
$14M 0.52%
118,767
+7,499
67
$13.4M 0.5%
241,516
-443
68
$13.3M 0.49%
37,535
-409
69
$13.1M 0.49%
72,738
+144
70
$13M 0.48%
374,322
+16,540
71
$12.9M 0.48%
110,914
-101
72
$12.8M 0.47%
86,963
+1,729
73
$12.4M 0.46%
211,876
+3,314
74
$12.3M 0.45%
312,458
-342
75
$12.3M 0.45%
34,080
-67
1 2
3
4 5