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
726
$16K ﹤0.01%
500
727
$16K ﹤0.01%
37
728
$16K ﹤0.01%
45
729
$16K ﹤0.01%
275
730
$16K ﹤0.01%
175
-70
731
$16K ﹤0.01%
46
-2
732
$16K ﹤0.01%
+600
733
$15K ﹤0.01%
72
734
$15K ﹤0.01%
80
735
$15K ﹤0.01%
150
736
$15K ﹤0.01%
978
737
$15K ﹤0.01%
500
738
$15K ﹤0.01%
311
739
$15K ﹤0.01%
80
+10
740
$14K ﹤0.01%
+1,000
741
$14K ﹤0.01%
428
742
$14K ﹤0.01%
150
743
$14K ﹤0.01%
1,000
744
$14K ﹤0.01%
268
745
$14K ﹤0.01%
56
+7
746
$14K ﹤0.01%
200
747
$14K ﹤0.01%
700
748
$13K ﹤0.01%
51
749
$13K ﹤0.01%
100
750
$13K ﹤0.01%
180
28 29
30
31 32