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
51
$20.2M 0.57%
175,519
+11,257
52
$19.9M 0.56%
171,725
+18,704
53
$19.7M 0.56%
346,009
+5,969
54
$19.6M 0.55%
349,653
+7,409
55
$18.9M 0.53%
109,901
-1,031
56
$18.9M 0.53%
23,572
-110
57
$18.8M 0.53%
179,862
+1,218
58
$18.7M 0.53%
33,563
+1,423
59
$18.5M 0.52%
84,179
+693
60
$18.3M 0.52%
63,697
+331
61
$18.1M 0.51%
217,032
+585
62
$17.8M 0.5%
208,565
+5,840
63
$17.6M 0.5%
29,997
-106
64
$17.5M 0.49%
371,994
-1,095
65
$17.4M 0.49%
258,297
+14,811
66
$17.3M 0.49%
312,945
+600
67
$17.1M 0.48%
322,302
+2,651
68
$17M 0.48%
146,758
+2,648
69
$16.5M 0.46%
121,962
-669
70
$16.2M 0.46%
291,352
+9,748
71
$16M 0.45%
71,949
+23
72
$16M 0.45%
91,343
+364
73
$15.9M 0.45%
38,806
+316
74
$15.7M 0.44%
126,468
-1,187
75
$15.6M 0.44%
133,566
-597
1 2
3
4 5