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
51
$14.9M 0.69%
319,315
-1,793
52
$14M 0.65%
37,033
-1,975
53
$13.9M 0.65%
126,806
-3,111
54
$13.9M 0.65%
139,267
-5,322
55
$13.9M 0.65%
65,407
-4,200
56
$13.7M 0.64%
222,172
-13,466
57
$13.7M 0.64%
40,861
-2,035
58
$13M 0.61%
86,001
-4,298
59
$13M 0.61%
889,400
-64,730
60
$12.9M 0.6%
49,072
-2,040
61
$12.8M 0.59%
29,516
-2,259
62
$12.6M 0.59%
57,271
-2,261
63
$12.2M 0.57%
348,611
-54,282
64
$12M 0.56%
251,000
-22,454
65
$11.7M 0.55%
117,812
+117,238
66
$11.6M 0.54%
43,668
+19
67
$11.4M 0.53%
94,916
-11,770
68
$11.1M 0.52%
117,114
+28,010
69
$11M 0.51%
69,811
-4,637
70
$10.9M 0.51%
128,797
-10,294
71
$10.5M 0.49%
19,234
-1,827
72
$10.4M 0.49%
54,804
+54,083
73
$10.4M 0.48%
563,116
-40,618
74
$10.3M 0.48%
93,835
-10,209
75
$10.2M 0.47%
236,919
-59,477
1 2
3
4 5