WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
51
$15.4M 0.69%
44,709
+3,848
52
$15.3M 0.69%
146,485
-1,142
53
$15.2M 0.68%
150,173
+10,906
54
$14.8M 0.67%
31,290
-104
55
$14.5M 0.65%
36,393
-640
56
$13.9M 0.63%
340,137
-169
57
$13.6M 0.61%
106,487
+12,652
58
$13.5M 0.61%
354,979
+6,368
59
$13.4M 0.6%
65,711
+304
60
$13.2M 0.59%
135,362
+17,550
61
$13.1M 0.59%
34,079
+5,260
62
$13.1M 0.59%
65,525
+2,493
63
$13.1M 0.59%
250,161
-839
64
$13M 0.59%
19,153
-81
65
$12.9M 0.58%
126,929
+123
66
$12.8M 0.58%
86,322
+321
67
$12.5M 0.56%
58,609
+3,805
68
$12.1M 0.54%
4,544
+65
69
$11.9M 0.54%
46,772
+3,104
70
$11.9M 0.54%
123,531
+6,417
71
$11.7M 0.53%
48,584
-488
72
$11.1M 0.5%
57,375
+104
73
$11.1M 0.5%
576,087
+12,971
74
$10.4M 0.47%
132,243
+3,446
75
$9.94M 0.45%
255,596
+2,467
1 2
3
4 5