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
$2.22B
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
726
$4.72K ﹤0.01%
+80
727
$4.71K ﹤0.01%
107
728
$4.66K ﹤0.01%
250
729
$4.62K ﹤0.01%
+78
730
$4.55K ﹤0.01%
66
731
$4.54K ﹤0.01%
478
732
$4.53K ﹤0.01%
170
733
$4.49K ﹤0.01%
110
734
$4.43K ﹤0.01%
554
-321
735
$4.4K ﹤0.01%
421
736
$4.35K ﹤0.01%
75
737
$4.31K ﹤0.01%
75
738
$4.29K ﹤0.01%
23
739
$4.27K ﹤0.01%
120
-52
740
$4.24K ﹤0.01%
160
741
$4.22K ﹤0.01%
45
-10
742
$4.22K ﹤0.01%
+35
743
$4.18K ﹤0.01%
230
+5
744
$4.12K ﹤0.01%
24
745
$4.02K ﹤0.01%
+70
746
$3.9K ﹤0.01%
20
747
$3.85K ﹤0.01%
500
748
$3.85K ﹤0.01%
+284
749
$3.83K ﹤0.01%
3
750
$3.81K ﹤0.01%
50
28 29
30
31 32