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
726
$6K ﹤0.01%
+1,151
727
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+100
728
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+100
729
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+200
730
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731
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732
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733
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734
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735
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736
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737
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738
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739
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+1,239
740
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+372
741
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742
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743
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744
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745
$5K ﹤0.01%
+320
746
$5K ﹤0.01%
+1,050
747
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+138
748
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+400
749
$5K ﹤0.01%
+350
750
$5K ﹤0.01%
+200